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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 | $11,811 | $165,939-92.9% | $122,354-90.3% | $147,586-92.0% |
| Participation rate | 61.9% | 79.6%-17.7pp | 71.6%-9.7pp | 82.8%-20.9pp |
| Annual return | -13.36% | 34.56%-47.9pp | 30.28%-43.6pp | 578.59%-592.0pp |
| Employer contribution / active EE | $1,008 | $5,754-82.5% | $4,051-75.1% | $4,876-79.3% |
| Participant deferral / active EE | $4,807 | $4,005+20.0% | $3,287+46.2% | $5,439-11.6% |
| Admin fee / account holder | $1,299 | $7,425-82.5% | $5,479-76.3% | $10,886-88.1% |