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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 | $12,787 | $59,819-78.6% | $79,583-83.9% | $68,490-81.3% |
| Participation rate | 49.1% | 61.1%-12.0pp | 69.5%-20.4pp | 67.9%-18.8pp |
| Annual return | -20.10% | -12.30%-7.8pp | 0.16%-20.3pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,380 | $1,505-8.4% | $2,414-42.8% | $2,597-46.9% |
| Participant deferral / active EE | $2,034 | $3,025-32.8% | $3,986-49.0% | $4,028-49.5% |
| Admin fee / account holder | $953 | $4,835-80.3% | $6,835-86.1% | $5,403-82.4% |