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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 | $19,011 | $165,939-88.5% | $122,354-84.5% | $147,586-87.1% |
| Participation rate | 21.7% | 79.6%-57.8pp | 71.6%-49.9pp | 82.8%-61.1pp |
| Annual return | -0.33% | 34.56%-34.9pp | 30.28%-30.6pp | 578.59%-578.9pp |
| Employer contribution / active EE | $96 | $5,754-98.3% | $4,051-97.6% | $4,876-98.0% |
| Participant deferral / active EE | $126 | $4,005-96.8% | $3,287-96.2% | $5,439-97.7% |
| Admin fee / account holder | $7,450 | $7,425+0.3% | $5,479+36.0% | $10,886-31.6% |