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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 | $21,736 | $73,009-70.2% | $90,760-76.1% | $68,486-68.3% |
| Participation rate | 57.5% | 70.8%-13.3pp | 75.7%-18.2pp | 67.9%-10.4pp |
| Annual return | -19.25% | -13.81%-5.4pp | -12.16%-7.1pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,428 | $2,193-34.9% | $2,922-51.1% | $2,597-45.0% |
| Participant deferral / active EE | $3,106 | $3,626-14.3% | $4,565-32.0% | $4,028-22.9% |
| Admin fee / account holder | $3,539 | $5,896-40.0% | $8,444-58.1% | $5,404-34.5% |