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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 | $15,743 | $58,600-73.1% | $83,327-81.1% | $64,173-75.5% |
| Participation rate | 34.5% | 72.0%-37.6pp | 77.8%-43.3pp | 69.6%-35.1pp |
| Annual return | -12.43% | 9.66%-22.1pp | 10.64%-23.1pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,121 | $2,098-46.6% | $3,379-66.8% | $2,381-52.9% |
| Participant deferral / active EE | $2,089 | $4,656-55.1% | $5,565-62.5% | $3,470-39.8% |
| Admin fee / account holder | $630 | $9,282-93.2% | $7,540-91.6% | $4,887-87.1% |