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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 | $20,035 | $127,387-84.3% | $115,038-82.6% | $125,389-84.0% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -4.84% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,761 | $5,166-65.9% | $4,608-61.8% | $4,866-63.8% |
| Participant deferral / active EE | $4,270 | $6,423-33.5% | $6,026-29.1% | $5,352-20.2% |
| Admin fee / account holder | $1,778 | $9,516-81.3% | $8,175-78.2% | $9,541-81.4% |