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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 | $17,624 | $110,083-84.0% | $151,639-88.4% | $68,486-74.3% |
| Participation rate | 67.3% | 84.0%-16.6pp | 87.5%-20.1pp | 67.9%-0.5pp |
| Annual return | -18.93% | -10.12%-8.8pp | 3.34%-22.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,443 | $4,470-45.3% | $6,165-60.4% | $2,597-5.9% |
| Participant deferral / active EE | $5,173 | $6,526-20.7% | $8,363-38.2% | $4,028+28.4% |
| Admin fee / account holder | $671 | $7,718-91.3% | $11,613-94.2% | $5,404-87.6% |