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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 | $8,367 | $56,484-85.2% | $169,452-95.1% | $64,173-87.0% |
| Participation rate | 42.9% | 64.5%-21.7pp | 77.8%-34.9pp | 69.6%-26.7pp |
| Annual return | -32.06% | -1.55%-30.5pp | 1.83%-33.9pp | 7.63%-39.7pp |
| Employer contribution / active EE | $1,175 | $1,832-35.9% | $4,157-71.7% | $2,381-50.6% |
| Participant deferral / active EE | $1,595 | $3,448-53.7% | $5,277-69.8% | $3,470-54.0% |
| Admin fee / account holder | $393 | $4,174-90.6% | $9,110-95.7% | $4,887-92.0% |