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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 | $8,636 | $50,947-83.0% | $74,549-88.4% | $64,173-86.5% |
| Participation rate | 31.5% | 61.1%-29.6pp | 69.1%-37.6pp | 69.6%-38.1pp |
| Annual return | -23.10% | -1.85%-21.2pp | 32.53%-55.6pp | 7.63%-30.7pp |
| Employer contribution / active EE | $1,769 | $1,115+58.6% | $1,961-9.8% | $2,381-25.7% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,543 | $4,221-39.8% | $5,059-49.7% | $4,887-48.0% |