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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 | $16,302 | $71,872-77.3% | $86,691-81.2% | $68,495-76.2% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -22.74% | 3.53%-26.3pp | 35.94%-58.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,466 | $2,173-32.6% | $2,837-48.3% | $2,596-43.6% |
| Participant deferral / active EE | $4,159 | $3,779+10.1% | $4,656-10.7% | $4,028+3.3% |
| Admin fee / account holder | $619 | $6,112-89.9% | $7,492-91.7% | $5,403-88.5% |