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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 | $16,559 | $71,872-77.0% | $86,691-80.9% | $68,495-75.8% |
| Participation rate | 65.6% | 72.2%-6.6pp | 76.6%-11.0pp | 67.9%-2.3pp |
| Annual return | -20.53% | 3.53%-24.1pp | 35.94%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,020 | $2,173-53.0% | $2,837-64.0% | $2,596-60.7% |
| Participant deferral / active EE | $3,466 | $3,779-8.3% | $4,656-25.6% | $4,028-13.9% |
| Admin fee / account holder | $2,901 | $6,112-52.5% | $7,492-61.3% | $5,403-46.3% |