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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 | $21,305 | $62,583-66.0% | $76,767-72.2% | $64,173-66.8% |
| Participation rate | 44.0% | 72.8%-28.8pp | 77.0%-33.0pp | 69.6%-25.6pp |
| Annual return | -9.86% | -1.95%-7.9pp | 2.43%-12.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $685 | $1,832-62.6% | $2,485-72.5% | $2,381-71.2% |
| Participant deferral / active EE | $2,890 | $3,145-8.1% | $3,852-25.0% | $3,470-16.7% |
| Admin fee / account holder | $653 | $4,667-86.0% | $6,675-90.2% | $4,887-86.6% |