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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 | $23,754 | $66,302-64.2% | $110,243-78.5% | $56,289-57.8% |
| Participation rate | 50.8% | 74.9%-24.1pp | 79.8%-29.1pp | 69.9%-19.1pp |
| Annual return | -7.60% | -1.18%-6.4pp | 314.76%-322.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,810 | $2,047-11.6% | $3,827-52.7% | $2,111-14.3% |
| Participant deferral / active EE | $3,344 | $3,381-1.1% | $4,672-28.4% | $3,350-0.2% |
| Admin fee / account holder | $769 | $698+10.1% | $8,548-91.0% | $521+47.6% |