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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 | $17,139 | $127,387-86.5% | $115,038-85.1% | $125,389-86.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -9.34% | 31.28%-40.6pp | 26.14%-35.5pp | 282.24%-291.6pp |
| Employer contribution / active EE | $4,099 | $5,166-20.7% | $4,608-11.1% | $4,866-15.8% |
| Participant deferral / active EE | $4,552 | $6,423-29.1% | $6,026-24.5% | $5,352-14.9% |
| Admin fee / account holder | $2,214 | $9,516-76.7% | $8,175-72.9% | $9,541-76.8% |