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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 | $14,459 | $81,870-82.3% | $119,608-87.9% | $68,495-78.9% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -19.49% | -23.82%+4.3pp | -14.98%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,242 | $2,692-16.7% | $4,232-47.0% | $2,596-13.7% |
| Participant deferral / active EE | $3,985 | $4,148-3.9% | $5,601-28.9% | $4,028-1.1% |
| Admin fee / account holder | $2,043 | $6,583-69.0% | $10,326-80.2% | $5,403-62.2% |