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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 | $15,380 | $67,411-77.2% | $91,004-83.1% | $70,126-78.1% |
| Participation rate | 52.0% | 71.4%-19.4pp | 75.6%-23.6pp | 69.5%-17.5pp |
| Annual return | 11.80% | -40.16%+52.0pp | 4.60%+7.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,213 | $1,786-32.1% | $2,456-50.6% | $2,343-48.2% |
| Participant deferral / active EE | $3,005 | $2,823+6.4% | $3,548-15.3% | $3,332-9.8% |
| Admin fee / account holder | $524 | $4,236-87.6% | $5,417-90.3% | $4,645-88.7% |