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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 | $15,204 | $83,485-81.8% | $125,195-87.9% | $72,976-79.2% |
| Participation rate | 59.3% | 73.3%-14.0pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | -0.52% | 25.77%-26.3pp | 43.79%-44.3pp | 81.02%-81.5pp |
| Employer contribution / active EE | $1,273 | $2,346-45.7% | $3,866-67.1% | $2,440-47.8% |
| Participant deferral / active EE | $1,810 | $3,586-49.5% | $4,937-63.3% | $3,608-49.8% |
| Admin fee / account holder | $1,873 | $5,518-66.1% | $9,704-80.7% | $5,124-63.4% |