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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 | $14,824 | $62,583-76.3% | $76,767-80.7% | $64,173-76.9% |
| Participation rate | 49.0% | 72.8%-23.8pp | 77.0%-27.9pp | 69.6%-20.5pp |
| Annual return | -8.29% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $446 | $1,832-75.7% | $2,485-82.1% | $2,381-81.3% |
| Participant deferral / active EE | $1,663 | $3,145-47.1% | $3,852-56.8% | $3,470-52.1% |
| Admin fee / account holder | $602 | $4,667-87.1% | $6,675-91.0% | $4,887-87.7% |