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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 | $22,243 | $165,381-86.6% | $149,730-85.1% | $158,966-86.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -16.50% | 348.29%-364.8pp | 276.70%-293.2pp | 302.95%-319.5pp |
| Employer contribution / active EE | $4,716 | $5,104-7.6% | $4,645+1.5% | $4,762-1.0% |
| Participant deferral / active EE | $4,716 | $7,182-34.3% | $6,843-31.1% | $5,983-21.2% |
| Admin fee / account holder | $3,424 | $10,809-68.3% | $9,310-63.2% | $11,250-69.6% |