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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 | $14,214 | $77,817-81.7% | $123,553-88.5% | $64,173-77.9% |
| Participation rate | 60.6% | 74.7%-14.1pp | 82.3%-21.7pp | 69.6%-9.0pp |
| Annual return | -12.61% | 12.49%-25.1pp | 119.21%-131.8pp | 7.63%-20.2pp |
| Employer contribution / active EE | $1,212 | $3,014-59.8% | $4,628-73.8% | $2,381-49.1% |
| Participant deferral / active EE | $3,551 | $5,240-32.2% | $6,426-44.7% | $3,470+2.3% |
| Admin fee / account holder | $564 | $5,519-89.8% | $9,284-93.9% | $4,887-88.5% |