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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 | $16,681 | $59,819-72.1% | $79,583-79.0% | $68,490-75.6% |
| Participation rate | 25.8% | 61.1%-35.3pp | 69.5%-43.7pp | 67.9%-42.1pp |
| Annual return | -27.58% | -12.30%-15.3pp | 0.16%-27.7pp | -7.85%-19.7pp |
| Employer contribution / active EE | $581 | $1,505-61.4% | $2,414-75.9% | $2,597-77.6% |
| Participant deferral / active EE | $2,194 | $3,025-27.5% | $3,986-45.0% | $4,028-45.5% |
| Admin fee / account holder | $313 | $4,835-93.5% | $6,835-95.4% | $5,403-94.2% |