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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 | $14,315 | $113,941-87.4% | $94,229-84.8% | $125,389-88.6% |
| Participation rate | 44.4% | 82.9%-38.4pp | 78.8%-34.3pp | 83.2%-38.7pp |
| Annual return | -4.38% | 5.29%-9.7pp | 10.68%-15.1pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,365 | $4,727-50.0% | $3,587-34.1% | $4,866-51.4% |
| Participant deferral / active EE | $3,733 | $5,179-27.9% | $4,320-13.6% | $5,352-30.2% |
| Admin fee / account holder | $1,682 | $8,392-80.0% | $6,269-73.2% | $9,541-82.4% |