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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 | $12,013 | $59,819-79.9% | $79,583-84.9% | $68,490-82.5% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.8pp |
| Annual return | -23.70% | -12.30%-11.4pp | 0.16%-23.9pp | -7.85%-15.8pp |
| Employer contribution / active EE | $2,280 | $1,505+51.4% | $2,414-5.6% | $2,597-12.2% |
| Participant deferral / active EE | $3,399 | $3,025+12.4% | $3,986-14.7% | $4,028-15.6% |
| Admin fee / account holder | $1,369 | $4,835-71.7% | $6,835-80.0% | $5,403-74.7% |