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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 | $23,509 | $81,870-71.3% | $119,608-80.3% | $68,495-65.7% |
| Participation rate | 55.3% | 71.9%-16.6pp | 79.3%-23.9pp | 67.9%-12.6pp |
| Annual return | -21.39% | -23.82%+2.4pp | -14.98%-6.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,834 | $2,692-31.9% | $4,232-56.7% | $2,596-29.4% |
| Participant deferral / active EE | $3,571 | $4,148-13.9% | $5,601-36.2% | $4,028-11.3% |
| Admin fee / account holder | $1,682 | $6,583-74.4% | $10,326-83.7% | $5,403-68.9% |