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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 | $7,400 | $92,219-92.0% | $76,768-90.4% | $135,379-94.5% |
| Participation rate | 44.4% | 79.8%-35.3pp | 77.0%-32.5pp | 82.6%-38.2pp |
| Annual return | -11.23% | 5.46%-16.7pp | 2.43%-13.7pp | 519.79%-531.0pp |
| Employer contribution / active EE | $3,302 | $3,216+2.7% | $2,485+32.9% | $4,779-30.9% |
| Participant deferral / active EE | $4,858 | $4,508+7.8% | $3,852+26.1% | $5,609-13.4% |
| Admin fee / account holder | $9,476 | $10,749-11.8% | $6,675+42.0% | $10,828-12.5% |