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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 | $13,212 | $44,714-70.5% | $91,225-85.5% | $66,930-80.3% |
| Participation rate | 31.7% | 65.0%-33.3pp | 73.2%-41.5pp | 69.8%-38.1pp |
| Annual return | -20.46% | -12.25%-8.2pp | 114.10%-134.6pp | 1.57%-22.0pp |
| Employer contribution / active EE | $967 | $1,710-43.5% | $2,851-66.1% | $2,545-62.0% |
| Participant deferral / active EE | $1,866 | $3,355-44.4% | $4,234-55.9% | $4,238-56.0% |
| Admin fee / account holder | $758 | $521+45.4% | $5,422-86.0% | $593+27.7% |