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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 | $19,123 | $181,896-89.5% | $156,551-87.8% | $273,972-93.0% |
| Participation rate | 59.1% | 88.4%-29.3pp | 84.0%-24.9pp | 83.0%-23.9pp |
| Annual return | -1.93% | 30.74%-32.7pp | 32.23%-34.2pp | 41.46%-43.4pp |
| Employer contribution / active EE | $1,486 | $6,248-76.2% | $5,501-73.0% | $4,869-69.5% |
| Participant deferral / active EE | $2,735 | $5,550-50.7% | $4,871-43.9% | $5,287-48.3% |
| Admin fee / account holder | $6,798 | $15,560-56.3% | $13,028-47.8% | $10,133-32.9% |