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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 | $24,534 | $65,453-62.5% | $86,691-71.7% | $66,930-63.3% |
| Participation rate | 40.2% | 75.5%-35.3pp | 76.6%-36.4pp | 69.8%-29.6pp |
| Annual return | -18.27% | -10.89%-7.4pp | 35.94%-54.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $1,328 | $2,154-38.3% | $2,837-53.2% | $2,545-47.8% |
| Participant deferral / active EE | $2,446 | $4,102-40.4% | $4,656-47.5% | $4,238-42.3% |
| Admin fee / account holder | $2,732 | $642+325.6% | $7,492-63.5% | $593+360.3% |