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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,778 | $59,813-83.7% | $79,580-87.7% | $68,486-85.7% |
| Participation rate | 37.9% | 61.1%-23.2pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -21.74% | -12.30%-9.4pp | 0.15%-21.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $465 | $1,505-69.1% | $2,413-80.7% | $2,597-82.1% |
| Participant deferral / active EE | $1,428 | $3,024-52.8% | $3,985-64.2% | $4,028-64.5% |
| Admin fee / account holder | $339 | $4,835-93.0% | $6,835-95.0% | $5,404-93.7% |