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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 | $17,452 | $81,870-78.7% | $119,622-85.4% | $68,486-74.5% |
| Participation rate | 44.0% | 71.9%-27.9pp | 79.3%-35.3pp | 67.9%-23.9pp |
| Annual return | -19.92% | -23.82%+3.9pp | -14.98%-4.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,371 | $2,692-49.1% | $4,232-67.6% | $2,597-47.2% |
| Participant deferral / active EE | $3,322 | $4,148-19.9% | $5,601-40.7% | $4,028-17.5% |
| Admin fee / account holder | $3,449 | $6,583-47.6% | $10,328-66.6% | $5,404-36.2% |