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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 | $14,322 | $59,813-76.1% | $79,580-82.0% | $68,486-79.1% |
| Participation rate | 56.5% | 61.1%-4.5pp | 69.5%-13.0pp | 67.9%-11.4pp |
| Annual return | -21.61% | -12.30%-9.3pp | 0.15%-21.8pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,275 | $1,505-15.3% | $2,413-47.2% | $2,597-50.9% |
| Participant deferral / active EE | $2,959 | $3,024-2.2% | $3,985-25.8% | $4,028-26.5% |
| Admin fee / account holder | $941 | $4,835-80.5% | $6,835-86.2% | $5,404-82.6% |