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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 | $18,116 | $211,946-91.5% | $169,452-89.3% | $135,380-86.6% |
| Participation rate | 35.0% | 82.6%-47.6pp | 77.8%-42.8pp | 82.6%-47.6pp |
| Annual return | -10.82% | 3.26%-14.1pp | 1.83%-12.7pp | 519.81%-530.6pp |
| Employer contribution / active EE | $477 | $5,117-90.7% | $4,157-88.5% | $4,779-90.0% |
| Participant deferral / active EE | $4,280 | $6,075-29.6% | $5,277-18.9% | $5,609-23.7% |
| Admin fee / account holder | $8,125 | $11,472-29.2% | $9,110-10.8% | $10,828-25.0% |