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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 | $16,451 | $71,878-77.1% | $86,698-81.0% | $68,486-76.0% |
| Participation rate | 35.8% | 72.2%-36.4pp | 76.6%-40.7pp | 67.9%-32.0pp |
| Annual return | -22.75% | 3.53%-26.3pp | 35.95%-58.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $1,125 | $2,173-48.2% | $2,837-60.3% | $2,597-56.7% |
| Participant deferral / active EE | $2,371 | $3,779-37.3% | $4,656-49.1% | $4,028-41.1% |
| Admin fee / account holder | $1,115 | $6,113-81.8% | $7,493-85.1% | $5,404-79.4% |