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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 | $15,361 | $56,339-72.7% | $104,301-85.3% | $68,486-77.6% |
| Participation rate | 45.0% | 63.3%-18.3pp | 73.3%-28.3pp | 67.9%-22.9pp |
| Annual return | -19.65% | -9.19%-10.5pp | 24.61%-44.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $821 | $1,960-58.1% | $3,373-75.7% | $2,597-68.4% |
| Participant deferral / active EE | $1,806 | $3,077-41.3% | $4,626-61.0% | $4,028-55.2% |
| Admin fee / account holder | $1,145 | $4,902-76.6% | $7,340-84.4% | $5,404-78.8% |