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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 | $20,521 | $64,176-68.0% | $112,263-81.7% | $66,949-69.3% |
| Participation rate | 40.2% | 68.4%-28.3pp | 75.1%-34.9pp | 69.8%-29.7pp |
| Annual return | -20.38% | -13.80%-6.6pp | 27.49%-47.9pp | 1.57%-21.9pp |
| Employer contribution / active EE | $1,500 | $3,007-50.1% | $3,636-58.7% | $2,545-41.1% |
| Participant deferral / active EE | $2,878 | $3,694-22.1% | $4,729-39.1% | $4,239-32.1% |
| Admin fee / account holder | $635 | $626+1.5% | $6,410-90.1% | $594+7.0% |