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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 | $20,892 | $127,386-83.6% | $115,037-81.8% | $125,388-83.3% |
| Participation rate | 52.2% | 84.2%-32.0pp | 81.4%-29.2pp | 83.2%-31.0pp |
| Annual return | -6.24% | 31.28%-37.5pp | 26.14%-32.4pp | 282.24%-288.5pp |
| Employer contribution / active EE | $2,419 | $5,166-53.2% | $4,608-47.5% | $4,866-50.3% |
| Participant deferral / active EE | $3,577 | $6,423-44.3% | $6,026-40.6% | $5,352-33.2% |
| Admin fee / account holder | $1,354 | $9,516-85.8% | $8,175-83.4% | $9,541-85.8% |