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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 | $20,147 | $76,551-73.7% | $123,894-83.7% | $62,881-68.0% |
| Participation rate | 54.1% | 73.0%-18.9pp | 81.4%-27.4pp | 69.3%-15.3pp |
| Annual return | -12.91% | 18.68%-31.6pp | 47.52%-60.4pp | 20.14%-33.0pp |
| Employer contribution / active EE | $1,391 | $2,882-51.7% | $4,617-69.9% | $2,281-39.0% |
| Participant deferral / active EE | $3,342 | $4,840-31.0% | $5,984-44.2% | $3,203+4.3% |
| Admin fee / account holder | $1,719 | $4,826-64.4% | $8,357-79.4% | $4,296-60.0% |