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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 | $16,141 | $71,872-77.5% | $86,691-81.4% | $68,495-76.4% |
| Participation rate | 65.8% | 72.2%-6.4pp | 76.6%-10.8pp | 67.9%-2.1pp |
| Annual return | -20.51% | 3.53%-24.0pp | 35.94%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,965 | $2,173-9.6% | $2,837-30.8% | $2,596-24.3% |
| Participant deferral / active EE | $3,357 | $3,779-11.2% | $4,656-27.9% | $4,028-16.6% |
| Admin fee / account holder | $1,741 | $6,112-71.5% | $7,492-76.8% | $5,403-67.8% |