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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 | $23,503 | $71,873-67.3% | $86,698-72.9% | $68,490-65.7% |
| Participation rate | 47.0% | 72.2%-25.3pp | 76.6%-29.6pp | 67.9%-20.9pp |
| Annual return | -20.87% | 3.54%-24.4pp | 35.96%-56.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,553 | $2,173-28.5% | $2,837-45.2% | $2,597-40.2% |
| Participant deferral / active EE | $3,098 | $3,779-18.0% | $4,656-33.5% | $4,028-23.1% |
| Admin fee / account holder | $845 | $6,110-86.2% | $7,492-88.7% | $5,403-84.4% |