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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 | $9,186 | $49,280-81.4% | $67,313-86.4% | $64,173-85.7% |
| Participation rate | 46.4% | 60.8%-14.4pp | 69.1%-22.7pp | 69.6%-23.1pp |
| Annual return | -15.78% | -1.39%-14.4pp | -4.08%-11.7pp | 7.63%-23.4pp |
| Employer contribution / active EE | $1,371 | $1,668-17.8% | $2,566-46.6% | $2,381-42.4% |
| Participant deferral / active EE | $2,684 | $2,484+8.1% | $3,568-24.8% | $3,470-22.6% |
| Admin fee / account holder | $2,616 | $3,863-32.3% | $4,507-42.0% | $4,887-46.5% |