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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 | $15,736 | $50,947-69.1% | $74,549-78.9% | $64,173-75.5% |
| Participation rate | 39.0% | 61.1%-22.0pp | 69.1%-30.1pp | 69.6%-30.5pp |
| Annual return | -14.13% | -1.85%-12.3pp | 32.53%-46.7pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,472 | $1,115+32.0% | $1,961-24.9% | $2,381-38.2% |
| Participant deferral / active EE | $2,746 | $2,302+19.3% | $3,108-11.7% | $3,470-20.9% |
| Admin fee / account holder | $657 | $4,221-84.4% | $5,059-87.0% | $4,887-86.6% |