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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 | $8,862 | $59,813-85.2% | $79,580-88.9% | $68,486-87.1% |
| Participation rate | 34.5% | 61.1%-26.5pp | 69.5%-35.0pp | 67.9%-33.4pp |
| Annual return | -28.39% | -12.30%-16.1pp | 0.15%-28.5pp | -7.85%-20.5pp |
| Employer contribution / active EE | $1,211 | $1,505-19.5% | $2,413-49.8% | $2,597-53.4% |
| Participant deferral / active EE | $2,099 | $3,024-30.6% | $3,985-47.3% | $4,028-47.9% |
| Admin fee / account holder | $1,297 | $4,835-73.2% | $6,835-81.0% | $5,404-76.0% |