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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 | $20,108 | $167,533-88.0% | $151,645-86.7% | $134,545-85.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -24.27% | 7.81%-32.1pp | 3.34%-27.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $3,595 | $6,828-47.4% | $6,165-41.7% | $4,742-24.2% |
| Participant deferral / active EE | $5,150 | $8,985-42.7% | $8,363-38.4% | $6,401-19.5% |
| Admin fee / account holder | $364 | $13,781-97.4% | $11,614-96.9% | $11,431-96.8% |