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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 | $20,719 | $65,437-68.3% | $86,698-76.1% | $66,949-69.1% |
| Participation rate | 43.5% | 75.5%-32.0pp | 76.6%-33.1pp | 69.8%-26.3pp |
| Annual return | -20.54% | -10.91%-9.6pp | 35.96%-56.5pp | 1.57%-22.1pp |
| Employer contribution / active EE | $1,368 | $2,154-36.5% | $2,837-51.8% | $2,545-46.3% |
| Participant deferral / active EE | $2,352 | $4,102-42.7% | $4,656-49.5% | $4,239-44.5% |
| Admin fee / account holder | $798 | $642+24.3% | $7,492-89.4% | $594+34.4% |