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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 | $16,121 | $49,451-67.4% | $79,580-79.7% | $66,938-75.9% |
| Participation rate | 46.2% | 61.3%-15.1pp | 69.5%-23.3pp | 69.8%-23.6pp |
| Annual return | -20.55% | 84.25%-104.8pp | 0.15%-20.7pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,393 | $1,266+10.1% | $2,413-42.3% | $2,545-45.3% |
| Participant deferral / active EE | $3,631 | $3,159+15.0% | $3,985-8.9% | $4,238-14.3% |
| Admin fee / account holder | $1,194 | $595+100.8% | $6,835-82.5% | $594+101.2% |