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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 | $18,424 | $127,387-85.5% | $115,038-84.0% | $125,389-85.3% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -6.79% | 31.28%-38.1pp | 26.14%-32.9pp | 282.24%-289.0pp |
| Employer contribution / active EE | $2,465 | $5,166-52.3% | $4,608-46.5% | $4,866-49.4% |
| Participant deferral / active EE | $4,868 | $6,423-24.2% | $6,026-19.2% | $5,352-9.0% |
| Admin fee / account holder | $598 | $9,516-93.7% | $8,175-92.7% | $9,541-93.7% |