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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 | $24,137 | $81,870-70.5% | $119,622-79.8% | $68,486-64.8% |
| Participation rate | 56.7% | 71.9%-15.2pp | 79.3%-22.5pp | 67.9%-11.2pp |
| Annual return | -18.86% | -23.82%+5.0pp | -14.98%-3.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $735 | $2,692-72.7% | $4,232-82.6% | $2,597-71.7% |
| Participant deferral / active EE | $3,673 | $4,148-11.4% | $5,601-34.4% | $4,028-8.8% |
| Admin fee / account holder | $552 | $6,583-91.6% | $10,328-94.7% | $5,404-89.8% |