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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 | $12,253 | $54,726-77.6% | $68,793-82.2% | $64,181-80.9% |
| Participation rate | 25.0% | 68.0%-43.0pp | 72.2%-47.2pp | 69.6%-44.6pp |
| Annual return | -44.18% | -1.62%-42.6pp | -4.63%-39.6pp | 7.63%-51.8pp |
| Employer contribution / active EE | $559 | $1,846-69.7% | $2,625-78.7% | $2,381-76.5% |
| Participant deferral / active EE | $2,244 | $2,626-14.5% | $3,311-32.2% | $3,470-35.3% |
| Admin fee / account holder | $632 | $4,027-84.3% | $5,131-87.7% | $4,887-87.1% |