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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 | $19,188 | $81,870-76.6% | $119,634-84.0% | $68,490-72.0% |
| Participation rate | 68.0% | 71.9%-3.9pp | 79.3%-11.3pp | 67.9%+0.1pp |
| Annual return | -19.30% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,632 | $2,692-39.4% | $4,232-61.4% | $2,597-37.2% |
| Participant deferral / active EE | $2,313 | $4,148-44.2% | $5,601-58.7% | $4,028-42.6% |
| Admin fee / account holder | $1,635 | $6,583-75.2% | $10,329-84.2% | $5,403-69.7% |