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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 | $17,438 | $60,989-71.4% | $60,888-71.4% | $66,923-73.9% |
| Participation rate | 37.8% | 74.5%-36.7pp | 73.1%-35.3pp | 69.8%-32.0pp |
| Annual return | -17.00% | -9.60%-7.4pp | 16.91%-33.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $940 | $2,661-64.7% | $2,702-65.2% | $2,545-63.1% |
| Participant deferral / active EE | $1,563 | $3,615-56.8% | $3,817-59.1% | $4,237-63.1% |
| Admin fee / account holder | $3,582 | $338+958.2% | $3,225+11.1% | $593+503.6% |