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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 | $12,418 | $87,544-85.8% | $75,784-83.6% | $125,388-90.1% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -9.88% | 13.49%-23.4pp | 9.68%-19.6pp | 282.24%-292.1pp |
| Employer contribution / active EE | $1,756 | $3,930-55.3% | $3,323-47.2% | $4,866-63.9% |
| Participant deferral / active EE | $3,732 | $4,229-11.8% | $3,652+2.2% | $5,352-30.3% |
| Admin fee / account holder | $401 | $6,502-93.8% | $5,300-92.4% | $9,541-95.8% |