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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 | $18,340 | $71,873-74.5% | $86,698-78.8% | $68,490-73.2% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.1pp |
| Annual return | -20.42% | 3.54%-24.0pp | 35.96%-56.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $691 | $2,173-68.2% | $2,837-75.6% | $2,597-73.4% |
| Participant deferral / active EE | $2,890 | $3,779-23.5% | $4,656-37.9% | $4,028-28.3% |
| Admin fee / account holder | $766 | $6,110-87.5% | $7,492-89.8% | $5,403-85.8% |