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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 | $22,358 | $71,878-68.9% | $86,698-74.2% | $68,486-67.4% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -20.57% | 3.53%-24.1pp | 35.95%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,116 | $2,173-48.7% | $2,837-60.7% | $2,597-57.0% |
| Participant deferral / active EE | $2,074 | $3,779-45.1% | $4,656-55.5% | $4,028-48.5% |
| Admin fee / account holder | $1,123 | $6,113-81.6% | $7,493-85.0% | $5,404-79.2% |