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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 | $24,589 | $78,423-68.6% | $95,964-74.4% | $79,856-69.2% |
| Participation rate | 63.8% | 73.5%-9.7pp | 77.1%-13.3pp | 69.6%-5.8pp |
| Annual return | -2.33% | 19.37%-21.7pp | 91.64%-94.0pp | 31.71%-34.0pp |
| Employer contribution / active EE | $1,581 | $1,945-18.7% | $2,541-37.8% | $2,471-36.0% |
| Participant deferral / active EE | $2,590 | $3,440-24.7% | $4,167-37.8% | $3,741-30.8% |
| Admin fee / account holder | $880 | $5,622-84.3% | $6,797-87.0% | $5,306-83.4% |