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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 | $13,682 | $64,729-78.9% | $112,263-87.8% | $68,490-80.0% |
| Participation rate | 59.3% | 67.2%-7.9pp | 75.1%-15.8pp | 67.9%-8.6pp |
| Annual return | -22.25% | -11.40%-10.9pp | 27.49%-49.7pp | -7.85%-14.4pp |
| Employer contribution / active EE | $898 | $2,746-67.3% | $3,636-75.3% | $2,597-65.4% |
| Participant deferral / active EE | $2,673 | $3,566-25.0% | $4,729-43.5% | $4,028-33.6% |
| Admin fee / account holder | $809 | $5,222-84.5% | $6,410-87.4% | $5,403-85.0% |