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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 | $17,190 | $62,589-72.5% | $76,768-77.6% | $64,173-73.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -11.63% | -1.95%-9.7pp | 2.43%-14.1pp | 7.63%-19.3pp |
| Employer contribution / active EE | $430 | $1,832-76.5% | $2,485-82.7% | $2,381-81.9% |
| Participant deferral / active EE | $1,720 | $3,145-45.3% | $3,852-55.3% | $3,470-50.4% |
| Admin fee / account holder | $1,039 | $4,667-77.7% | $6,675-84.4% | $4,887-78.7% |