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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 | $16,893 | $72,404-76.7% | $110,243-84.7% | $64,173-73.7% |
| Participation rate | 45.7% | 73.3%-27.7pp | 79.8%-34.2pp | 69.6%-23.9pp |
| Annual return | -9.14% | -6.29%-2.9pp | 314.76%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,427 | $2,282-37.4% | $3,827-62.7% | $2,381-40.1% |
| Participant deferral / active EE | $2,799 | $3,469-19.3% | $4,672-40.1% | $3,470-19.3% |
| Admin fee / account holder | $3,829 | $5,664-32.4% | $8,548-55.2% | $4,887-21.7% |