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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 | $21,924 | $61,660-64.4% | $80,022-72.6% | $64,173-65.8% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -7.69% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $758 | $1,810-58.1% | $2,468-69.3% | $2,381-68.2% |
| Participant deferral / active EE | $1,728 | $2,968-41.8% | $3,686-53.1% | $3,470-50.2% |
| Admin fee / account holder | $1,144 | $5,417-78.9% | $6,521-82.5% | $4,887-76.6% |