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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 | $20,391 | $62,583-67.4% | $76,767-73.4% | $64,173-68.2% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -8.79% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,211 | $1,832-33.9% | $2,485-51.3% | $2,381-49.2% |
| Participant deferral / active EE | $1,731 | $3,145-45.0% | $3,852-55.1% | $3,470-50.1% |
| Admin fee / account holder | $1,722 | $4,667-63.1% | $6,675-74.2% | $4,887-64.8% |