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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 | $13,615 | $58,600-76.8% | $83,327-83.7% | $64,173-78.8% |
| Participation rate | 50.8% | 72.0%-21.3pp | 77.8%-27.0pp | 69.6%-18.8pp |
| Annual return | -8.96% | 9.66%-18.6pp | 10.64%-19.6pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,025 | $2,098-51.1% | $3,379-69.7% | $2,381-56.9% |
| Participant deferral / active EE | $2,885 | $4,656-38.0% | $5,565-48.2% | $3,470-16.8% |
| Admin fee / account holder | $3,020 | $9,282-67.5% | $7,540-60.0% | $4,887-38.2% |