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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 | $17,308 | $72,404-76.1% | $110,243-84.3% | $64,173-73.0% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.0pp |
| Annual return | -8.07% | -6.29%-1.8pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,328 | $2,282-41.8% | $3,827-65.3% | $2,381-44.2% |
| Participant deferral / active EE | $1,990 | $3,469-42.6% | $4,672-57.4% | $3,470-42.6% |
| Admin fee / account holder | $514 | $5,664-90.9% | $8,548-94.0% | $4,887-89.5% |