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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 | $23,006 | $62,586-63.2% | $76,766-70.0% | $64,181-64.2% |
| Participation rate | 50.7% | 72.8%-22.1pp | 77.0%-26.2pp | 69.6%-18.8pp |
| Annual return | -8.47% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,441 | $1,832-21.3% | $2,485-42.0% | $2,381-39.5% |
| Participant deferral / active EE | $2,529 | $3,145-19.6% | $3,851-34.3% | $3,470-27.1% |
| Admin fee / account holder | $3,324 | $4,667-28.8% | $6,675-50.2% | $4,887-32.0% |