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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 | $14,058 | $71,872-80.4% | $86,691-83.8% | $68,495-79.5% |
| Participation rate | 48.8% | 72.2%-23.5pp | 76.6%-27.8pp | 67.9%-19.1pp |
| Annual return | -20.11% | 3.53%-23.6pp | 35.94%-56.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,209 | $2,173-44.4% | $2,837-57.4% | $2,596-53.4% |
| Participant deferral / active EE | $2,041 | $3,779-46.0% | $4,656-56.2% | $4,028-49.3% |
| Admin fee / account holder | $2,535 | $6,112-58.5% | $7,492-66.2% | $5,403-53.1% |