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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 | $19,143 | $127,387-85.0% | $115,038-83.4% | $125,389-84.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -14.19% | 31.28%-45.5pp | 26.14%-40.3pp | 282.24%-296.4pp |
| Employer contribution / active EE | $2,176 | $5,166-57.9% | $4,608-52.8% | $4,866-55.3% |
| Participant deferral / active EE | $2,680 | $6,423-58.3% | $6,026-55.5% | $5,352-49.9% |
| Admin fee / account holder | $955 | $9,516-90.0% | $8,175-88.3% | $9,541-90.0% |