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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 | $14,449 | $64,719-77.7% | $112,249-87.1% | $68,486-78.9% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -21.04% | -11.40%-9.6pp | 27.48%-48.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $954 | $2,747-65.3% | $3,636-73.8% | $2,597-63.2% |
| Participant deferral / active EE | $1,979 | $3,565-44.5% | $4,729-58.2% | $4,028-50.9% |
| Admin fee / account holder | $1,315 | $5,232-74.9% | $6,412-79.5% | $5,404-75.7% |