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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 | $18,195 | $77,817-76.6% | $123,553-85.3% | $64,173-71.6% |
| Participation rate | 54.1% | 74.7%-20.7pp | 82.3%-28.2pp | 69.6%-15.5pp |
| Annual return | -14.19% | 12.49%-26.7pp | 119.21%-133.4pp | 7.63%-21.8pp |
| Employer contribution / active EE | $910 | $3,014-69.8% | $4,628-80.3% | $2,381-61.8% |
| Participant deferral / active EE | $3,725 | $5,240-28.9% | $6,426-42.0% | $3,470+7.4% |
| Admin fee / account holder | $697 | $5,519-87.4% | $9,284-92.5% | $4,887-85.7% |