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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 | $14,131 | $58,600-75.9% | $83,327-83.0% | $64,173-78.0% |
| Participation rate | 63.3% | 72.0%-8.7pp | 77.8%-14.4pp | 69.6%-6.2pp |
| Annual return | -11.23% | 9.66%-20.9pp | 10.64%-21.9pp | 7.63%-18.9pp |
| Employer contribution / active EE | $941 | $2,098-55.2% | $3,379-72.1% | $2,381-60.5% |
| Participant deferral / active EE | $4,014 | $4,656-13.8% | $5,565-27.9% | $3,470+15.7% |
| Admin fee / account holder | $530 | $9,282-94.3% | $7,540-93.0% | $4,887-89.2% |