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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 | $15,117 | $64,729-76.6% | $112,263-86.5% | $68,490-77.9% |
| Participation rate | 69.8% | 67.2%+2.7pp | 75.1%-5.3pp | 67.9%+1.9pp |
| Annual return | -19.58% | -11.40%-8.2pp | 27.49%-47.1pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,227 | $2,746-55.3% | $3,636-66.2% | $2,597-52.7% |
| Participant deferral / active EE | $2,909 | $3,566-18.4% | $4,729-38.5% | $4,028-27.8% |
| Admin fee / account holder | $819 | $5,222-84.3% | $6,410-87.2% | $5,403-84.8% |