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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 | $12,738 | $81,870-84.4% | $119,622-89.4% | $68,486-81.4% |
| Participation rate | 38.4% | 71.9%-33.5pp | 79.3%-40.9pp | 67.9%-29.5pp |
| Annual return | -30.11% | -23.82%-6.3pp | -14.98%-15.1pp | -7.85%-22.3pp |
| Employer contribution / active EE | $1,510 | $2,692-43.9% | $4,232-64.3% | $2,597-41.8% |
| Participant deferral / active EE | $2,770 | $4,148-33.2% | $5,601-50.5% | $4,028-31.2% |
| Admin fee / account holder | $1,553 | $6,583-76.4% | $10,328-85.0% | $5,404-71.3% |