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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 | $14,287 | $59,819-76.1% | $79,583-82.0% | $68,490-79.1% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.5%-20.2pp | 67.9%-18.6pp |
| Annual return | -21.33% | -12.30%-9.0pp | 0.16%-21.5pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,457 | $1,505-3.2% | $2,414-39.6% | $2,597-43.9% |
| Participant deferral / active EE | $3,510 | $3,025+16.0% | $3,986-11.9% | $4,028-12.9% |
| Admin fee / account holder | $2,163 | $4,835-55.3% | $6,835-68.4% | $5,403-60.0% |