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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 | $8,570 | $56,339-84.8% | $104,301-91.8% | $68,486-87.5% |
| Participation rate | 48.0% | 63.3%-15.3pp | 73.3%-25.3pp | 67.9%-19.9pp |
| Annual return | -20.99% | -9.19%-11.8pp | 24.61%-45.6pp | -7.85%-13.1pp |
| Employer contribution / active EE | $828 | $1,960-57.8% | $3,373-75.5% | $2,597-68.1% |
| Participant deferral / active EE | $1,087 | $3,077-64.7% | $4,626-76.5% | $4,028-73.0% |
| Admin fee / account holder | $726 | $4,902-85.2% | $7,340-90.1% | $5,404-86.6% |