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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 | $20,097 | $62,589-67.9% | $76,768-73.8% | $64,173-68.7% |
| Participation rate | 30.9% | 72.8%-41.9pp | 77.0%-46.1pp | 69.6%-38.7pp |
| Annual return | -11.18% | -1.95%-9.2pp | 2.43%-13.6pp | 7.63%-18.8pp |
| Employer contribution / active EE | $739 | $1,832-59.7% | $2,485-70.3% | $2,381-69.0% |
| Participant deferral / active EE | $1,471 | $3,145-53.2% | $3,852-61.8% | $3,470-57.6% |
| Admin fee / account holder | $303 | $4,667-93.5% | $6,675-95.5% | $4,887-93.8% |