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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 | $21,402 | $71,873-70.2% | $86,698-75.3% | $68,490-68.8% |
| Participation rate | 61.7% | 72.2%-10.5pp | 76.6%-14.9pp | 67.9%-6.2pp |
| Annual return | -18.98% | 3.54%-22.5pp | 35.96%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,509 | $2,173-30.6% | $2,837-46.8% | $2,597-41.9% |
| Participant deferral / active EE | $3,942 | $3,779+4.3% | $4,656-15.3% | $4,028-2.1% |
| Admin fee / account holder | $1,255 | $6,110-79.5% | $7,492-83.3% | $5,403-76.8% |