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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 | $19,532 | $73,009-73.2% | $90,756-78.5% | $68,495-71.5% |
| Participation rate | 68.4% | 70.8%-2.5pp | 75.7%-7.3pp | 67.9%+0.5pp |
| Annual return | -22.53% | -13.81%-8.7pp | -12.16%-10.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,540 | $2,193-29.8% | $2,922-47.3% | $2,596-40.7% |
| Participant deferral / active EE | $3,176 | $3,626-12.4% | $4,565-30.4% | $4,028-21.1% |
| Admin fee / account holder | $374 | $5,896-93.7% | $8,445-95.6% | $5,403-93.1% |