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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 | $13,426 | $62,589-78.5% | $76,768-82.5% | $64,173-79.1% |
| Participation rate | 69.8% | 72.8%-3.0pp | 77.0%-7.2pp | 69.6%+0.2pp |
| Annual return | -11.68% | -1.95%-9.7pp | 2.43%-14.1pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,563 | $1,832-14.7% | $2,485-37.1% | $2,381-34.4% |
| Participant deferral / active EE | $3,331 | $3,145+5.9% | $3,852-13.5% | $3,470-4.0% |
| Admin fee / account holder | $561 | $4,667-88.0% | $6,675-91.6% | $4,887-88.5% |