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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 | $21,831 | $140,592-84.5% | $123,105-82.3% | $125,389-82.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -5.54% | 16.80%-22.3pp | 13.22%-18.8pp | 282.24%-287.8pp |
| Employer contribution / active EE | $2,847 | $6,041-52.9% | $5,151-44.7% | $4,866-41.5% |
| Participant deferral / active EE | $6,885 | $6,980-1.4% | $6,229+10.5% | $5,352+28.7% |
| Admin fee / account holder | $717 | $11,198-93.6% | $9,014-92.0% | $9,541-92.5% |