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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 | $12,962 | $64,729-80.0% | $112,263-88.5% | $68,490-81.1% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -20.47% | -11.40%-9.1pp | 27.49%-48.0pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,599 | $2,746-5.4% | $3,636-28.5% | $2,597+0.1% |
| Participant deferral / active EE | $4,308 | $3,566+20.8% | $4,729-8.9% | $4,028+6.9% |
| Admin fee / account holder | $930 | $5,222-82.2% | $6,410-85.5% | $5,403-82.8% |