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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 | $19,941 | $72,404-72.5% | $110,243-81.9% | $64,173-68.9% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | -9.22% | -6.29%-2.9pp | 314.76%-324.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $626 | $2,282-72.6% | $3,827-83.7% | $2,381-73.7% |
| Participant deferral / active EE | $2,095 | $3,469-39.6% | $4,672-55.2% | $3,470-39.6% |
| Admin fee / account holder | $684 | $5,664-87.9% | $8,548-92.0% | $4,887-86.0% |