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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 | $15,825 | $77,816-79.7% | $123,549-87.2% | $64,181-75.3% |
| Participation rate | 51.5% | 74.7%-23.2pp | 82.3%-30.8pp | 69.6%-18.1pp |
| Annual return | -9.62% | 12.49%-22.1pp | 119.20%-128.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,054 | $3,014-65.0% | $4,628-77.2% | $2,381-55.7% |
| Participant deferral / active EE | $2,385 | $5,240-54.5% | $6,426-62.9% | $3,470-31.2% |
| Admin fee / account holder | $655 | $5,519-88.1% | $9,284-92.9% | $4,887-86.6% |