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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 | $11,959 | $71,878-83.4% | $86,698-86.2% | $68,486-82.5% |
| Participation rate | 49.3% | 72.2%-22.9pp | 76.6%-27.3pp | 67.9%-18.6pp |
| Annual return | -22.95% | 3.53%-26.5pp | 35.95%-58.9pp | -7.85%-15.1pp |
| Employer contribution / active EE | $1,509 | $2,173-30.6% | $2,837-46.8% | $2,597-41.9% |
| Participant deferral / active EE | $3,687 | $3,779-2.4% | $4,656-20.8% | $4,028-8.4% |
| Admin fee / account holder | $1,836 | $6,113-70.0% | $7,493-75.5% | $5,404-66.0% |