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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 | $19,001 | $92,219-79.4% | $76,767-75.2% | $135,380-86.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -15.16% | 5.46%-20.6pp | 2.43%-17.6pp | 519.81%-535.0pp |
| Employer contribution / active EE | $2,836 | $3,216-11.8% | $2,485+14.1% | $4,779-40.7% |
| Participant deferral / active EE | $3,532 | $4,508-21.7% | $3,852-8.3% | $5,609-37.0% |
| Admin fee / account holder | $527 | $10,749-95.1% | $6,675-92.1% | $10,828-95.1% |