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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 | $10,879 | $64,716-83.2% | $112,258-90.3% | $68,495-84.1% |
| Participation rate | 26.9% | 67.2%-40.3pp | 75.1%-48.2pp | 67.9%-41.0pp |
| Annual return | -26.22% | -11.40%-14.8pp | 27.47%-53.7pp | -7.84%-18.4pp |
| Employer contribution / active EE | $1,273 | $2,746-53.6% | $3,636-65.0% | $2,596-51.0% |
| Participant deferral / active EE | $1,775 | $3,565-50.2% | $4,728-62.5% | $4,028-55.9% |
| Admin fee / account holder | $931 | $5,232-82.2% | $6,411-85.5% | $5,403-82.8% |