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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 | $10,468 | $64,716-83.8% | $112,258-90.7% | $68,495-84.7% |
| Participation rate | 56.7% | 67.2%-10.4pp | 75.1%-18.3pp | 67.9%-11.2pp |
| Annual return | -19.99% | -11.40%-8.6pp | 27.47%-47.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,131 | $2,746-58.8% | $3,636-68.9% | $2,596-56.4% |
| Participant deferral / active EE | $1,762 | $3,565-50.6% | $4,728-62.7% | $4,028-56.3% |
| Admin fee / account holder | $1,585 | $5,232-69.7% | $6,411-75.3% | $5,403-70.7% |