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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 | $16,538 | $92,219-82.1% | $76,767-78.5% | $135,380-87.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -20.12% | 5.46%-25.6pp | 2.43%-22.5pp | 519.81%-539.9pp |
| Employer contribution / active EE | $1,879 | $3,216-41.6% | $2,485-24.4% | $4,779-60.7% |
| Participant deferral / active EE | $6,634 | $4,508+47.1% | $3,852+72.2% | $5,609+18.3% |
| Admin fee / account holder | $489 | $10,749-95.4% | $6,675-92.7% | $10,828-95.5% |