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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 | $19,582 | $73,009-73.2% | $90,760-78.4% | $68,486-71.4% |
| Participation rate | 68.3% | 70.8%-2.5pp | 75.7%-7.4pp | 67.9%+0.4pp |
| Annual return | -19.90% | -13.81%-6.1pp | -12.16%-7.7pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,697 | $2,193-22.6% | $2,922-41.9% | $2,597-34.7% |
| Participant deferral / active EE | $3,428 | $3,626-5.5% | $4,565-24.9% | $4,028-14.9% |
| Admin fee / account holder | $1,391 | $5,896-76.4% | $8,444-83.5% | $5,404-74.3% |