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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 | $12,486 | $73,009-82.9% | $90,760-86.2% | $68,486-81.8% |
| Participation rate | 55.6% | 70.8%-15.3pp | 75.7%-20.1pp | 67.9%-12.3pp |
| Annual return | -21.23% | -13.81%-7.4pp | -12.16%-9.1pp | -7.85%-13.4pp |
| Employer contribution / active EE | $1,051 | $2,193-52.1% | $2,922-64.0% | $2,597-59.5% |
| Participant deferral / active EE | $2,239 | $3,626-38.2% | $4,565-50.9% | $4,028-44.4% |
| Admin fee / account holder | $647 | $5,896-89.0% | $8,444-92.3% | $5,404-88.0% |