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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 | $14,818 | $127,387-88.4% | $115,038-87.1% | $125,389-88.2% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -7.09% | 31.28%-38.4pp | 26.14%-33.2pp | 282.24%-289.3pp |
| Employer contribution / active EE | $1,328 | $5,166-74.3% | $4,608-71.2% | $4,866-72.7% |
| Participant deferral / active EE | $2,335 | $6,423-63.6% | $6,026-61.3% | $5,352-56.4% |
| Admin fee / account holder | $2,164 | $9,516-77.3% | $8,175-73.5% | $9,541-77.3% |