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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 | $16,112 | $71,878-77.6% | $86,698-81.4% | $68,486-76.5% |
| Participation rate | 45.2% | 72.2%-27.0pp | 76.6%-31.4pp | 67.9%-22.7pp |
| Annual return | -19.69% | 3.53%-23.2pp | 35.95%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,391 | $2,173-36.0% | $2,837-51.0% | $2,597-46.4% |
| Participant deferral / active EE | $3,207 | $3,779-15.1% | $4,656-31.1% | $4,028-20.4% |
| Admin fee / account holder | $1,930 | $6,113-68.4% | $7,493-74.2% | $5,404-64.3% |