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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 | $26,863 | $110,083-75.6% | $151,639-82.3% | $68,486-60.8% |
| Participation rate | 69.0% | 84.0%-15.0pp | 87.5%-18.5pp | 67.9%+1.1pp |
| Annual return | -19.33% | -10.12%-9.2pp | 3.34%-22.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,069 | $4,470-53.7% | $6,165-66.4% | $2,597-20.3% |
| Participant deferral / active EE | $4,941 | $6,526-24.3% | $8,363-40.9% | $4,028+22.7% |
| Admin fee / account holder | $520 | $7,718-93.3% | $11,613-95.5% | $5,404-90.4% |