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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 | $14,119 | $77,817-81.9% | $123,553-88.6% | $64,173-78.0% |
| Participation rate | 21.4% | 74.7%-53.3pp | 82.3%-60.9pp | 69.6%-48.1pp |
| Annual return | -9.49% | 12.49%-22.0pp | 119.21%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $701 | $3,014-76.8% | $4,628-84.9% | $2,381-70.6% |
| Participant deferral / active EE | $2,631 | $5,240-49.8% | $6,426-59.0% | $3,470-24.2% |
| Admin fee / account holder | $4,727 | $5,519-14.3% | $9,284-49.1% | $4,887-3.3% |