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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 | $11,048 | $46,697-76.3% | $117,533-90.6% | $68,486-83.9% |
| Participation rate | 29.7% | 56.8%-27.0pp | 70.6%-40.9pp | 67.9%-38.2pp |
| Annual return | -24.09% | -14.52%-9.6pp | 29.77%-53.9pp | -7.85%-16.2pp |
| Employer contribution / active EE | $687 | $1,506-54.4% | $4,179-83.6% | $2,597-73.5% |
| Participant deferral / active EE | $1,222 | $2,637-53.7% | $4,072-70.0% | $4,028-69.7% |
| Admin fee / account holder | $923 | $4,023-77.0% | $5,647-83.6% | $5,404-82.9% |