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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 | $13,796 | $71,878-80.8% | $86,698-84.1% | $68,486-79.9% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.8pp |
| Annual return | -21.86% | 3.53%-25.4pp | 35.95%-57.8pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,156 | $2,173-46.8% | $2,837-59.3% | $2,597-55.5% |
| Participant deferral / active EE | $2,992 | $3,779-20.8% | $4,656-35.7% | $4,028-25.7% |
| Admin fee / account holder | $396 | $6,113-93.5% | $7,493-94.7% | $5,404-92.7% |