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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 | $15,012 | $56,339-73.4% | $104,299-85.6% | $68,490-78.1% |
| Participation rate | 69.7% | 63.3%+6.4pp | 73.3%-3.6pp | 67.9%+1.8pp |
| Annual return | -19.79% | -9.19%-10.6pp | 24.62%-44.4pp | -7.85%-11.9pp |
| Employer contribution / active EE | $5,103 | $1,960+160.3% | $3,373+51.3% | $2,597+96.5% |
| Participant deferral / active EE | $2,691 | $3,077-12.5% | $4,626-41.8% | $4,028-33.2% |
| Admin fee / account holder | $1,084 | $4,902-77.9% | $7,339-85.2% | $5,403-79.9% |