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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 | $10,282 | $50,947-79.8% | $74,549-86.2% | $64,173-84.0% |
| Participation rate | 39.5% | 61.1%-21.6pp | 69.1%-29.7pp | 69.6%-30.1pp |
| Annual return | -30.38% | -1.85%-28.5pp | 32.53%-62.9pp | 7.63%-38.0pp |
| Employer contribution / active EE | $915 | $1,115-18.0% | $1,961-53.3% | $2,381-61.6% |
| Participant deferral / active EE | $1,929 | $2,302-16.2% | $3,108-37.9% | $3,470-44.4% |
| Admin fee / account holder | $3,607 | $4,221-14.6% | $5,059-28.7% | $4,887-26.2% |