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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 | $29,499 | $110,083-73.2% | $151,639-80.5% | $68,486-56.9% |
| Participation rate | 24.0% | 84.0%-60.0pp | 87.5%-63.5pp | 67.9%-43.9pp |
| Annual return | -18.64% | -10.12%-8.5pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,413 | $4,470-68.4% | $6,165-77.1% | $2,597-45.6% |
| Participant deferral / active EE | $4,623 | $6,526-29.2% | $8,363-44.7% | $4,028+14.8% |
| Admin fee / account holder | $3,057 | $7,718-60.4% | $11,613-73.7% | $5,404-43.4% |