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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 | $9,057 | $56,339-83.9% | $104,301-91.3% | $68,495-86.8% |
| Participation rate | 60.2% | 63.3%-3.0pp | 73.3%-13.0pp | 67.9%-7.7pp |
| Annual return | -32.34% | -9.19%-23.2pp | 24.61%-57.0pp | -7.84%-24.5pp |
| Employer contribution / active EE | $1,680 | $1,960-14.3% | $3,373-50.2% | $2,596-35.3% |
| Participant deferral / active EE | $2,450 | $3,077-20.4% | $4,626-47.0% | $4,028-39.2% |
| Admin fee / account holder | $500 | $4,902-89.8% | $7,340-93.2% | $5,403-90.8% |