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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 | $14,838 | $59,834-75.2% | $79,576-81.4% | $68,495-78.3% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.5%-10.2pp | 67.9%-8.6pp |
| Annual return | -22.17% | -12.30%-9.9pp | 0.15%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,286 | $1,505-14.6% | $2,413-46.7% | $2,596-50.5% |
| Participant deferral / active EE | $1,308 | $3,024-56.8% | $3,985-67.2% | $4,028-67.5% |
| Admin fee / account holder | $5,176 | $4,835+7.0% | $6,834-24.3% | $5,403-4.2% |