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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 | $17,712 | $62,583-71.7% | $76,767-76.9% | $64,173-72.4% |
| Participation rate | 55.3% | 72.8%-17.5pp | 77.0%-21.6pp | 69.6%-14.3pp |
| Annual return | -7.98% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $750 | $1,832-59.1% | $2,485-69.8% | $2,381-68.5% |
| Participant deferral / active EE | $2,089 | $3,145-33.6% | $3,852-45.8% | $3,470-39.8% |
| Admin fee / account holder | $1,231 | $4,667-73.6% | $6,675-81.6% | $4,887-74.8% |