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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 | $19,417 | $62,583-69.0% | $76,767-74.7% | $64,173-69.7% |
| Participation rate | 17.3% | 72.8%-55.5pp | 77.0%-59.7pp | 69.6%-52.3pp |
| Annual return | -11.43% | -1.95%-9.5pp | 2.43%-13.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $870 | $1,832-52.5% | $2,485-65.0% | $2,381-63.5% |
| Participant deferral / active EE | $1,483 | $3,145-52.8% | $3,852-61.5% | $3,470-57.3% |
| Admin fee / account holder | $1,012 | $4,667-78.3% | $6,675-84.8% | $4,887-79.3% |