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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 | $18,162 | $65,437-72.2% | $86,698-79.1% | $66,949-72.9% |
| Participation rate | 53.1% | 75.5%-22.4pp | 76.6%-23.5pp | 69.8%-16.7pp |
| Annual return | -20.30% | -10.91%-9.4pp | 35.96%-56.3pp | 1.57%-21.9pp |
| Employer contribution / active EE | $1,978 | $2,154-8.1% | $2,837-30.3% | $2,545-22.3% |
| Participant deferral / active EE | $3,074 | $4,102-25.1% | $4,656-34.0% | $4,239-27.5% |
| Admin fee / account holder | $1,782 | $642+177.7% | $7,492-76.2% | $594+200.2% |