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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 | $7,954 | $81,870-90.3% | $119,622-93.4% | $68,486-88.4% |
| Participation rate | 60.7% | 71.9%-11.2pp | 79.3%-18.5pp | 67.9%-7.2pp |
| Annual return | -24.02% | -23.82%-0.2pp | -14.98%-9.0pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,488 | $2,692-44.7% | $4,232-64.8% | $2,597-42.7% |
| Participant deferral / active EE | $1,902 | $4,148-54.2% | $5,601-66.0% | $4,028-52.8% |
| Admin fee / account holder | $695 | $6,583-89.4% | $10,328-93.3% | $5,404-87.1% |