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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 | $18,134 | $77,817-76.7% | $123,553-85.3% | $64,173-71.7% |
| Participation rate | 65.7% | 74.7%-9.0pp | 82.3%-16.6pp | 69.6%-3.9pp |
| Annual return | -16.16% | 12.49%-28.6pp | 119.21%-135.4pp | 7.63%-23.8pp |
| Employer contribution / active EE | $647 | $3,014-78.5% | $4,628-86.0% | $2,381-72.8% |
| Participant deferral / active EE | $2,577 | $5,240-50.8% | $6,426-59.9% | $3,470-25.7% |
| Admin fee / account holder | $1,390 | $5,519-74.8% | $9,284-85.0% | $4,887-71.6% |