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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 | $14,928 | $56,339-73.5% | $104,301-85.7% | $68,495-78.2% |
| Participation rate | 45.2% | 63.3%-18.0pp | 73.3%-28.0pp | 67.9%-22.7pp |
| Annual return | -26.33% | -9.19%-17.1pp | 24.61%-50.9pp | -7.84%-18.5pp |
| Employer contribution / active EE | $1,264 | $1,960-35.5% | $3,373-62.5% | $2,596-51.3% |
| Participant deferral / active EE | $2,319 | $3,077-24.6% | $4,626-49.9% | $4,028-42.4% |
| Admin fee / account holder | $1,625 | $4,902-66.8% | $7,340-77.9% | $5,403-69.9% |