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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 | $13,140 | $73,009-82.0% | $90,760-85.5% | $68,486-80.8% |
| Participation rate | 65.8% | 70.8%-5.1pp | 75.7%-9.9pp | 67.9%-2.1pp |
| Annual return | -19.45% | -13.81%-5.6pp | -12.16%-7.3pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,265 | $2,193-42.3% | $2,922-56.7% | $2,597-51.3% |
| Participant deferral / active EE | $2,032 | $3,626-44.0% | $4,565-55.5% | $4,028-49.5% |
| Admin fee / account holder | $812 | $5,896-86.2% | $8,444-90.4% | $5,404-85.0% |