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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 | $12,619 | $127,387-90.1% | $115,038-89.0% | $125,389-89.9% |
| Participation rate | 53.8% | 84.2%-30.3pp | 81.4%-27.5pp | 83.2%-29.3pp |
| Annual return | -6.18% | 31.28%-37.5pp | 26.14%-32.3pp | 282.24%-288.4pp |
| Employer contribution / active EE | $1,145 | $5,166-77.8% | $4,608-75.1% | $4,866-76.5% |
| Participant deferral / active EE | $3,081 | $6,423-52.0% | $6,026-48.9% | $5,352-42.4% |
| Admin fee / account holder | $1,893 | $9,516-80.1% | $8,175-76.8% | $9,541-80.2% |