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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 | $12,563 | $73,009-82.8% | $90,760-86.2% | $68,486-81.7% |
| Participation rate | 37.0% | 70.8%-33.8pp | 75.7%-38.7pp | 67.9%-30.9pp |
| Annual return | -23.32% | -13.81%-9.5pp | -12.16%-11.2pp | -7.85%-15.5pp |
| Employer contribution / active EE | $839 | $2,193-61.7% | $2,922-71.3% | $2,597-67.7% |
| Participant deferral / active EE | $1,634 | $3,626-54.9% | $4,565-64.2% | $4,028-59.4% |
| Admin fee / account holder | $946 | $5,896-84.0% | $8,444-88.8% | $5,404-82.5% |