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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 | $8,394 | $53,162-84.2% | $91,225-90.8% | $68,486-87.7% |
| Participation rate | 47.7% | 63.2%-15.5pp | 73.2%-25.5pp | 67.9%-20.2pp |
| Annual return | -24.25% | -3.14%-21.1pp | 114.12%-138.4pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,471 | $1,709-13.9% | $2,851-48.4% | $2,597-43.3% |
| Participant deferral / active EE | $2,364 | $2,974-20.5% | $4,233-44.2% | $4,028-41.3% |
| Admin fee / account holder | $388 | $4,493-91.4% | $5,422-92.8% | $5,404-92.8% |