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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 | $11,761 | $61,660-80.9% | $80,022-85.3% | $64,173-81.7% |
| Participation rate | 65.8% | 71.7%-5.9pp | 75.8%-10.0pp | 69.6%-3.8pp |
| Annual return | -13.78% | -0.33%-13.5pp | 11.22%-25.0pp | 7.63%-21.4pp |
| Employer contribution / active EE | $1,314 | $1,810-27.4% | $2,468-46.8% | $2,381-44.8% |
| Participant deferral / active EE | $2,409 | $2,968-18.8% | $3,686-34.6% | $3,470-30.6% |
| Admin fee / account holder | $786 | $5,417-85.5% | $6,521-87.9% | $4,887-83.9% |