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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 | $12,341 | $73,019-83.1% | $90,766-86.4% | $68,490-82.0% |
| Participation rate | 63.6% | 70.8%-7.2pp | 75.7%-12.1pp | 67.9%-4.3pp |
| Annual return | -23.84% | -13.81%-10.0pp | -12.16%-11.7pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,796 | $2,193-18.1% | $2,922-38.5% | $2,597-30.8% |
| Participant deferral / active EE | $2,590 | $3,626-28.6% | $4,565-43.3% | $4,028-35.7% |
| Admin fee / account holder | $960 | $5,897-83.7% | $8,446-88.6% | $5,403-82.2% |