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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 | $18,320 | $71,878-74.5% | $86,698-78.9% | $68,486-73.2% |
| Participation rate | 37.0% | 72.2%-35.3pp | 76.6%-39.6pp | 67.9%-30.9pp |
| Annual return | -24.09% | 3.53%-27.6pp | 35.95%-60.0pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,122 | $2,173-48.4% | $2,837-60.4% | $2,597-56.8% |
| Participant deferral / active EE | $2,058 | $3,779-45.5% | $4,656-55.8% | $4,028-48.9% |
| Admin fee / account holder | $2,383 | $6,113-61.0% | $7,493-68.2% | $5,404-55.9% |