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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 | $12,332 | $44,221-72.1% | $121,220-89.8% | $56,289-78.1% |
| Participation rate | 54.9% | 61.1%-6.2pp | 71.8%-16.9pp | 69.9%-15.0pp |
| Annual return | -10.62% | -3.58%-7.0pp | 16.94%-27.6pp | -9.96%-0.7pp |
| Employer contribution / active EE | $1,547 | $1,480+4.5% | $4,023-61.5% | $2,111-26.7% |
| Participant deferral / active EE | $2,992 | $2,521+18.7% | $3,345-10.6% | $3,350-10.7% |
| Admin fee / account holder | $402 | $480-16.3% | $5,021-92.0% | $521-22.8% |