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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 | $18,830 | $77,816-75.8% | $123,552-84.8% | $64,173-70.7% |
| Participation rate | 27.6% | 74.7%-47.1pp | 82.3%-54.7pp | 69.6%-42.0pp |
| Annual return | -26.77% | 12.49%-39.3pp | 119.20%-146.0pp | 7.63%-34.4pp |
| Employer contribution / active EE | $853 | $3,014-71.7% | $4,628-81.6% | $2,381-64.2% |
| Participant deferral / active EE | $2,976 | $5,240-43.2% | $6,426-53.7% | $3,470-14.2% |
| Admin fee / account holder | $618 | $5,519-88.8% | $9,285-93.3% | $4,887-87.3% |