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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 | $19,470 | $61,660-68.4% | $80,022-75.7% | $64,173-69.7% |
| Participation rate | 59.2% | 71.7%-12.5pp | 75.8%-16.6pp | 69.6%-10.4pp |
| Annual return | -8.66% | -0.33%-8.3pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,855 | $1,810+2.5% | $2,468-24.8% | $2,381-22.1% |
| Participant deferral / active EE | $3,048 | $2,968+2.7% | $3,686-17.3% | $3,470-12.2% |
| Admin fee / account holder | $1,073 | $5,417-80.2% | $6,521-83.5% | $4,887-78.1% |