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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 | $21,721 | $94,529-77.0% | $140,019-84.5% | $64,173-66.2% |
| Participation rate | 67.7% | 84.1%-16.3pp | 87.5%-19.8pp | 69.6%-1.8pp |
| Annual return | -9.59% | 7.77%-17.4pp | 651.15%-660.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,895 | $3,812-50.3% | $5,605-66.2% | $2,381-20.4% |
| Participant deferral / active EE | $4,017 | $5,250-23.5% | $6,927-42.0% | $3,470+15.8% |
| Admin fee / account holder | $3,778 | $6,741-44.0% | $10,705-64.7% | $4,887-22.7% |