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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 | $12,639 | $140,592-91.0% | $123,105-89.7% | $125,389-89.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -7.29% | 16.80%-24.1pp | 13.22%-20.5pp | 282.24%-289.5pp |
| Employer contribution / active EE | $1,917 | $6,041-68.3% | $5,151-62.8% | $4,866-60.6% |
| Participant deferral / active EE | $3,173 | $6,980-54.5% | $6,229-49.1% | $5,352-40.7% |
| Admin fee / account holder | $681 | $11,198-93.9% | $9,014-92.4% | $9,541-92.9% |