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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 | $11,835 | $59,813-80.2% | $79,580-85.1% | $68,486-82.7% |
| Participation rate | 39.6% | 61.1%-21.5pp | 69.5%-29.9pp | 67.9%-28.3pp |
| Annual return | -21.77% | -12.30%-9.5pp | 0.15%-21.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $335 | $1,505-77.8% | $2,413-86.1% | $2,597-87.1% |
| Participant deferral / active EE | $2,112 | $3,024-30.2% | $3,985-47.0% | $4,028-47.6% |
| Admin fee / account holder | $776 | $4,835-84.0% | $6,835-88.6% | $5,404-85.6% |