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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 | $10,711 | $60,349-82.3% | $74,184-85.6% | $62,881-83.0% |
| Participation rate | 39.5% | 72.7%-33.2pp | 76.6%-37.1pp | 69.3%-29.8pp |
| Annual return | -2.69% | 21.38%-24.1pp | 17.74%-20.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $929 | $1,680-44.7% | $2,370-60.8% | $2,281-59.3% |
| Participant deferral / active EE | $1,673 | $2,856-41.4% | $3,550-52.9% | $3,203-47.8% |
| Admin fee / account holder | $770 | $4,261-81.9% | $5,586-86.2% | $4,296-82.1% |