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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 | $9,074 | $42,917-78.9% | $60,899-85.1% | $68,495-86.8% |
| Participation rate | 53.4% | 66.8%-13.4pp | 73.1%-19.7pp | 67.9%-14.5pp |
| Annual return | -20.14% | -13.99%-6.1pp | 16.92%-37.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $972 | $1,979-50.9% | $2,702-64.0% | $2,596-62.6% |
| Participant deferral / active EE | $1,453 | $2,867-49.3% | $3,817-61.9% | $4,028-63.9% |
| Admin fee / account holder | $750 | $3,102-75.8% | $3,225-76.7% | $5,403-86.1% |