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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 | $20,608 | $113,941-81.9% | $94,229-78.1% | $125,389-83.6% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -3.51% | 5.29%-8.8pp | 10.68%-14.2pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,374 | $4,727-70.9% | $3,587-61.7% | $4,866-71.8% |
| Participant deferral / active EE | $2,159 | $5,179-58.3% | $4,320-50.0% | $5,352-59.7% |
| Admin fee / account holder | $1,584 | $8,392-81.1% | $6,269-74.7% | $9,541-83.4% |