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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 | $7,036 | $64,719-89.1% | $112,249-93.7% | $68,486-89.7% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.4pp |
| Annual return | -31.83% | -11.40%-20.4pp | 27.48%-59.3pp | -7.85%-24.0pp |
| Employer contribution / active EE | $1,179 | $2,747-57.1% | $3,636-67.6% | $2,597-54.6% |
| Participant deferral / active EE | $2,495 | $3,565-30.0% | $4,729-47.2% | $4,028-38.0% |
| Admin fee / account holder | $553 | $5,232-89.4% | $6,412-91.4% | $5,404-89.8% |