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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 | $13,090 | $69,012-81.0% | $160,009-91.8% | $68,486-80.9% |
| Participation rate | 61.7% | 65.4%-3.7pp | 78.0%-16.3pp | 67.9%-6.2pp |
| Annual return | -20.19% | -9.65%-10.5pp | 408.85%-429.0pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,402 | $2,212-36.6% | $4,225-66.8% | $2,597-46.0% |
| Participant deferral / active EE | $2,028 | $4,212-51.9% | $6,183-67.2% | $4,028-49.7% |
| Admin fee / account holder | $1,656 | $4,798-65.5% | $8,715-81.0% | $5,404-69.3% |