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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 | $15,617 | $64,729-75.9% | $112,263-86.1% | $68,490-77.2% |
| Participation rate | 69.4% | 67.2%+2.3pp | 75.1%-5.6pp | 67.9%+1.5pp |
| Annual return | -20.85% | -11.40%-9.4pp | 27.49%-48.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,135 | $2,746-58.7% | $3,636-68.8% | $2,597-56.3% |
| Participant deferral / active EE | $2,306 | $3,566-35.3% | $4,729-51.2% | $4,028-42.7% |
| Admin fee / account holder | $3,318 | $5,222-36.5% | $6,410-48.2% | $5,403-38.6% |