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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 | $11,389 | $71,873-84.2% | $86,698-86.9% | $68,490-83.4% |
| Participation rate | 36.7% | 72.2%-35.6pp | 76.6%-39.9pp | 67.9%-31.2pp |
| Annual return | -34.40% | 3.54%-37.9pp | 35.96%-70.4pp | -7.85%-26.5pp |
| Employer contribution / active EE | $606 | $2,173-72.1% | $2,837-78.7% | $2,597-76.7% |
| Participant deferral / active EE | $2,927 | $3,779-22.6% | $4,656-37.1% | $4,028-27.3% |
| Admin fee / account holder | $860 | $6,110-85.9% | $7,492-88.5% | $5,403-84.1% |