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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 | $7,450 | $54,726-86.4% | $68,793-89.2% | $64,181-88.4% |
| Participation rate | 52.2% | 68.0%-15.8pp | 72.2%-20.0pp | 69.6%-17.3pp |
| Annual return | -16.69% | -1.62%-15.1pp | -4.63%-12.1pp | 7.63%-24.3pp |
| Employer contribution / active EE | $1,457 | $1,846-21.1% | $2,625-44.5% | $2,381-38.8% |
| Participant deferral / active EE | $2,186 | $2,626-16.8% | $3,311-34.0% | $3,470-37.0% |
| Admin fee / account holder | $621 | $4,027-84.6% | $5,131-87.9% | $4,887-87.3% |