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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 | $18,966 | $81,870-76.8% | $119,608-84.1% | $68,495-72.3% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -20.66% | -23.82%+3.2pp | -14.98%-5.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,240 | $2,692-53.9% | $4,232-70.7% | $2,596-52.2% |
| Participant deferral / active EE | $2,583 | $4,148-37.7% | $5,601-53.9% | $4,028-35.9% |
| Admin fee / account holder | $748 | $6,583-88.6% | $10,326-92.8% | $5,403-86.2% |