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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 | $8,340 | $56,339-85.2% | $104,299-92.0% | $68,490-87.8% |
| Participation rate | 57.0% | 63.3%-6.3pp | 73.3%-16.3pp | 67.9%-10.9pp |
| Annual return | -39.24% | -9.19%-30.1pp | 24.62%-63.9pp | -7.85%-31.4pp |
| Employer contribution / active EE | $2,031 | $1,960+3.6% | $3,373-39.8% | $2,597-21.8% |
| Participant deferral / active EE | $2,644 | $3,077-14.1% | $4,626-42.8% | $4,028-34.4% |
| Admin fee / account holder | $421 | $4,902-91.4% | $7,339-94.3% | $5,403-92.2% |