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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 | $14,397 | $167,522-91.4% | $151,639-90.5% | $134,532-89.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -22.40% | 7.81%-30.2pp | 3.34%-25.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,504 | $6,828-78.0% | $6,165-75.6% | $4,741-68.3% |
| Participant deferral / active EE | $4,365 | $8,986-51.4% | $8,363-47.8% | $6,401-31.8% |
| Admin fee / account holder | $1,693 | $13,780-87.7% | $11,613-85.4% | $11,429-85.2% |