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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 | $9,425 | $54,541-82.7% | $78,778-88.0% | $70,126-86.6% |
| Participation rate | 46.9% | 60.8%-13.9pp | 69.2%-22.3pp | 69.5%-22.7pp |
| Annual return | -19.03% | 21.07%-40.1pp | 35.62%-54.6pp | 73.15%-92.2pp |
| Employer contribution / active EE | $867 | $1,089-20.4% | $1,986-56.3% | $2,343-63.0% |
| Participant deferral / active EE | $3,341 | $2,210+51.1% | $2,958+12.9% | $3,332+0.3% |
| Admin fee / account holder | $2,323 | $3,709-37.4% | $5,134-54.7% | $4,645-50.0% |