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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 | $17,599 | $99,032-82.2% | $80,022-78.0% | $135,379-87.0% |
| Participation rate | 58.8% | 78.4%-19.5pp | 75.8%-17.0pp | 82.6%-23.8pp |
| Annual return | -16.92% | 15.39%-32.3pp | 11.22%-28.1pp | 519.79%-536.7pp |
| Employer contribution / active EE | $1,866 | $3,043-38.7% | $2,468-24.4% | $4,779-61.0% |
| Participant deferral / active EE | $2,952 | $4,282-31.1% | $3,686-19.9% | $5,609-47.4% |
| Admin fee / account holder | $1,819 | $10,436-82.6% | $6,521-72.1% | $10,828-83.2% |