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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 | $20,156 | $73,102-72.4% | $123,553-83.7% | $56,289-64.2% |
| Participation rate | 40.0% | 74.3%-34.3pp | 82.3%-42.3pp | 69.9%-29.9pp |
| Annual return | -9.39% | 3.01%-12.4pp | 119.21%-128.6pp | -9.96%+0.6pp |
| Employer contribution / active EE | $1,385 | $2,977-53.5% | $4,628-70.1% | $2,111-34.4% |
| Participant deferral / active EE | $2,802 | $5,423-48.3% | $6,426-56.4% | $3,350-16.3% |
| Admin fee / account holder | $4,115 | $554+643.2% | $9,284-55.7% | $521+689.9% |