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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 | $10,990 | $64,719-83.0% | $112,249-90.2% | $68,486-84.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -22.45% | -11.40%-11.0pp | 27.48%-49.9pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,421 | $2,747-48.3% | $3,636-60.9% | $2,597-45.3% |
| Participant deferral / active EE | $2,203 | $3,565-38.2% | $4,729-53.4% | $4,028-45.3% |
| Admin fee / account holder | $1,175 | $5,232-77.5% | $6,412-81.7% | $5,404-78.3% |