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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 | $16,701 | $64,719-74.2% | $112,249-85.1% | $68,486-75.6% |
| Participation rate | 31.5% | 67.2%-35.7pp | 75.1%-43.6pp | 67.9%-36.4pp |
| Annual return | -21.54% | -11.40%-10.1pp | 27.48%-49.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,269 | $2,747-53.8% | $3,636-65.1% | $2,597-51.1% |
| Participant deferral / active EE | $2,214 | $3,565-37.9% | $4,729-53.2% | $4,028-45.0% |
| Admin fee / account holder | $4,286 | $5,232-18.1% | $6,412-33.2% | $5,404-20.7% |