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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 | $13,173 | $59,813-78.0% | $79,580-83.4% | $68,486-80.8% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -20.88% | -12.30%-8.6pp | 0.15%-21.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $703 | $1,505-53.3% | $2,413-70.9% | $2,597-72.9% |
| Participant deferral / active EE | $1,906 | $3,024-37.0% | $3,985-52.2% | $4,028-52.7% |
| Admin fee / account holder | $580 | $4,835-88.0% | $6,835-91.5% | $5,404-89.3% |