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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 | $11,204 | $56,339-80.1% | $104,301-89.3% | $68,486-83.6% |
| Participation rate | 20.0% | 63.3%-43.3pp | 73.3%-53.3pp | 67.9%-47.9pp |
| Annual return | -28.77% | -9.19%-19.6pp | 24.61%-53.4pp | -7.85%-20.9pp |
| Employer contribution / active EE | $606 | $1,960-69.1% | $3,373-82.0% | $2,597-76.7% |
| Participant deferral / active EE | $1,187 | $3,077-61.4% | $4,626-74.3% | $4,028-70.5% |
| Admin fee / account holder | $306 | $4,902-93.8% | $7,340-95.8% | $5,404-94.3% |