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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 | $12,528 | $58,523-78.6% | $99,470-87.4% | $72,983-82.8% |
| Participation rate | 55.2% | 64.6%-9.5pp | 73.8%-18.7pp | 69.5%-14.3pp |
| Annual return | -4.16% | 28.51%-32.7pp | 30.72%-34.9pp | 81.01%-85.2pp |
| Employer contribution / active EE | $985 | $1,512-34.9% | $2,540-61.2% | $2,440-59.6% |
| Participant deferral / active EE | $2,372 | $2,606-9.0% | $3,619-34.4% | $3,608-34.2% |
| Admin fee / account holder | $2,619 | $4,102-36.2% | $6,252-58.1% | $5,124-48.9% |