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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 | $19,473 | $69,977-72.2% | $108,582-82.1% | $62,881-69.0% |
| Participation rate | 57.4% | 72.9%-15.4pp | 79.6%-22.1pp | 69.3%-11.9pp |
| Annual return | 4.53% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,499 | $2,135-29.8% | $3,758-60.1% | $2,281-34.3% |
| Participant deferral / active EE | $2,415 | $3,165-23.7% | $4,311-44.0% | $3,203-24.6% |
| Admin fee / account holder | $3,297 | $5,076-35.0% | $7,645-56.9% | $4,296-23.2% |