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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 | $19,216 | $211,946-90.9% | $169,452-88.7% | $135,379-85.8% |
| Participation rate | 63.6% | 82.6%-19.0pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -10.73% | 3.26%-14.0pp | 1.83%-12.6pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,931 | $5,117-62.3% | $4,157-53.5% | $4,779-59.6% |
| Participant deferral / active EE | $3,526 | $6,075-42.0% | $5,277-33.2% | $5,609-37.1% |
| Admin fee / account holder | $333 | $11,472-97.1% | $9,110-96.3% | $10,828-96.9% |