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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 | $11,706 | $59,834-80.4% | $79,576-85.3% | $68,495-82.9% |
| Participation rate | 55.9% | 61.1%-5.2pp | 69.5%-13.6pp | 67.9%-12.0pp |
| Annual return | -20.00% | -12.30%-7.7pp | 0.15%-20.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,105 | $1,505-26.6% | $2,413-54.2% | $2,596-57.5% |
| Participant deferral / active EE | $3,495 | $3,024+15.6% | $3,985-12.3% | $4,028-13.2% |
| Admin fee / account holder | $1,079 | $4,835-77.7% | $6,834-84.2% | $5,403-80.0% |