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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 | $14,025 | $77,816-82.0% | $123,552-88.6% | $64,173-78.1% |
| Participation rate | 46.3% | 74.7%-28.4pp | 82.3%-36.0pp | 69.6%-23.2pp |
| Annual return | -15.71% | 12.49%-28.2pp | 119.20%-134.9pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1,414 | $3,014-53.1% | $4,628-69.4% | $2,381-40.6% |
| Participant deferral / active EE | $2,487 | $5,240-52.5% | $6,426-61.3% | $3,470-28.3% |
| Admin fee / account holder | $306 | $5,519-94.5% | $9,285-96.7% | $4,887-93.7% |