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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 | $10,373 | $73,009-85.8% | $90,760-88.6% | $68,486-84.9% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -20.55% | -13.81%-6.7pp | -12.16%-8.4pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,273 | $2,193-41.9% | $2,922-56.4% | $2,597-51.0% |
| Participant deferral / active EE | $2,354 | $3,626-35.1% | $4,565-48.4% | $4,028-41.6% |
| Admin fee / account holder | $803 | $5,896-86.4% | $8,444-90.5% | $5,404-85.1% |