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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 | $20,457 | $71,873-71.5% | $86,698-76.4% | $68,490-70.1% |
| Participation rate | 47.7% | 72.2%-24.5pp | 76.6%-28.9pp | 67.9%-20.2pp |
| Annual return | -19.33% | 3.54%-22.9pp | 35.96%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,021 | $2,173-7.0% | $2,837-28.8% | $2,597-22.2% |
| Participant deferral / active EE | $3,778 | $3,7790% | $4,656-18.9% | $4,028-6.2% |
| Admin fee / account holder | $1,720 | $6,110-71.8% | $7,492-77.0% | $5,403-68.2% |