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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 | $21,704 | $59,186-63.3% | $76,768-71.7% | $56,287-61.4% |
| Participation rate | 43.2% | 75.2%-32.0pp | 77.0%-33.8pp | 69.9%-26.7pp |
| Annual return | -7.32% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.6pp |
| Employer contribution / active EE | $671 | $1,759-61.8% | $2,485-73.0% | $2,111-68.2% |
| Participant deferral / active EE | $1,785 | $3,255-45.1% | $3,852-53.6% | $3,350-46.7% |
| Admin fee / account holder | $2,134 | $489+336.3% | $6,675-68.0% | $521+309.6% |