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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 | $20,188 | $140,592-85.6% | $123,105-83.6% | $125,389-83.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -3.67% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,000 | $6,041-66.9% | $5,151-61.2% | $4,866-58.9% |
| Participant deferral / active EE | $10,958 | $6,980+57.0% | $6,229+75.9% | $5,352+104.8% |
| Admin fee / account holder | $6,056 | $11,198-45.9% | $9,014-32.8% | $9,541-36.5% |