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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 | $15,992 | $77,817-79.4% | $123,553-87.1% | $64,173-75.1% |
| Participation rate | 57.0% | 74.7%-17.7pp | 82.3%-25.3pp | 69.6%-12.6pp |
| Annual return | -10.04% | 12.49%-22.5pp | 119.21%-129.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $834 | $3,014-72.3% | $4,628-82.0% | $2,381-64.9% |
| Participant deferral / active EE | $2,419 | $5,240-53.8% | $6,426-62.4% | $3,470-30.3% |
| Admin fee / account holder | $2,167 | $5,519-60.7% | $9,284-76.7% | $4,887-55.7% |