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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 | $16,856 | $60,989-72.4% | $60,899-72.3% | $66,930-74.8% |
| Participation rate | 62.4% | 74.5%-12.1pp | 73.1%-10.7pp | 69.8%-7.4pp |
| Annual return | -16.99% | -9.60%-7.4pp | 16.92%-33.9pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,706 | $2,661-35.9% | $2,702-36.9% | $2,545-33.0% |
| Participant deferral / active EE | $2,453 | $3,615-32.1% | $3,817-35.7% | $4,238-42.1% |
| Admin fee / account holder | $2,250 | $338+564.8% | $3,225-30.2% | $593+279.1% |