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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 | $20,756 | $81,870-74.6% | $119,622-82.6% | $68,486-69.7% |
| Participation rate | 35.0% | 71.9%-36.9pp | 79.3%-44.3pp | 67.9%-32.9pp |
| Annual return | -19.14% | -23.82%+4.7pp | -14.98%-4.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,844 | $2,692-31.5% | $4,232-56.4% | $2,597-29.0% |
| Participant deferral / active EE | $3,395 | $4,148-18.2% | $5,601-39.4% | $4,028-15.7% |
| Admin fee / account holder | $3,303 | $6,583-49.8% | $10,328-68.0% | $5,404-38.9% |