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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 | $17,376 | $71,873-75.8% | $86,698-80.0% | $68,490-74.6% |
| Participation rate | 67.8% | 72.2%-4.5pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | -19.01% | 3.54%-22.5pp | 35.96%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,692 | $2,173+23.8% | $2,837-5.1% | $2,597+3.7% |
| Participant deferral / active EE | $4,836 | $3,779+28.0% | $4,656+3.9% | $4,028+20.1% |
| Admin fee / account holder | $6,960 | $6,110+13.9% | $7,492-7.1% | $5,403+28.8% |