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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 | $12,530 | $127,387-90.2% | $115,038-89.1% | $125,389-90.0% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -6.63% | 31.28%-37.9pp | 26.14%-32.8pp | 282.24%-288.9pp |
| Employer contribution / active EE | $2,106 | $5,166-59.2% | $4,608-54.3% | $4,866-56.7% |
| Participant deferral / active EE | $5,944 | $6,423-7.5% | $6,026-1.4% | $5,352+11.1% |
| Admin fee / account holder | $660 | $9,516-93.1% | $8,175-91.9% | $9,541-93.1% |