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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 | $21,047 | $56,200-62.6% | $67,653-68.9% | $59,633-64.7% |
| Participation rate | 53.5% | 71.5%-18.0pp | 75.7%-22.2pp | 68.7%-15.2pp |
| Annual return | -4.22% | 18506.71%-18510.9pp | 6625.22%-6629.4pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $1,339 | $1,615-17.0% | $2,266-40.9% | $2,203-39.2% |
| Participant deferral / active EE | $2,277 | $2,843-19.9% | $3,560-36.0% | $3,192-28.7% |
| Admin fee / account holder | $1,643 | $3,959-58.5% | $4,821-65.9% | $4,297-61.8% |