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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 | $19,257 | $72,404-73.4% | $110,241-82.5% | $64,181-70.0% |
| Participation rate | 47.1% | 73.3%-26.3pp | 79.8%-32.8pp | 69.6%-22.5pp |
| Annual return | -10.14% | -6.29%-3.8pp | 314.75%-324.9pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,132 | $2,282-50.4% | $3,827-70.4% | $2,381-52.5% |
| Participant deferral / active EE | $2,263 | $3,469-34.8% | $4,672-51.6% | $3,470-34.8% |
| Admin fee / account holder | $5,677 | $5,664+0.2% | $8,548-33.6% | $4,887+16.2% |