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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 | $18,796 | $62,589-70.0% | $76,768-75.5% | $64,173-70.7% |
| Participation rate | 40.7% | 72.8%-32.2pp | 77.0%-36.3pp | 69.6%-28.9pp |
| Annual return | -9.66% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,056 | $1,832-42.4% | $2,485-57.5% | $2,381-55.6% |
| Participant deferral / active EE | $1,942 | $3,145-38.2% | $3,852-49.6% | $3,470-44.0% |
| Admin fee / account holder | $4,370 | $4,667-6.4% | $6,675-34.5% | $4,887-10.6% |