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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 | $15,288 | $135,956-88.8% | $123,894-87.7% | $273,972-94.4% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | -4.04% | 56.63%-60.7pp | 47.52%-51.6pp | 41.46%-45.5pp |
| Employer contribution / active EE | $1,601 | $5,170-69.0% | $4,617-65.3% | $4,869-67.1% |
| Participant deferral / active EE | $4,837 | $6,343-23.7% | $5,984-19.2% | $5,287-8.5% |
| Admin fee / account holder | $897 | $9,817-90.9% | $8,357-89.3% | $10,133-91.1% |