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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 | $29,896 | $94,529-68.4% | $140,019-78.6% | $64,173-53.4% |
| Participation rate | 65.9% | 84.1%-18.2pp | 87.5%-21.6pp | 69.6%-3.7pp |
| Annual return | -7.98% | 7.77%-15.7pp | 651.17%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,933 | $3,812-49.3% | $5,605-65.5% | $2,381-18.8% |
| Participant deferral / active EE | $2,494 | $5,250-52.5% | $6,927-64.0% | $3,470-28.1% |
| Admin fee / account holder | $1,842 | $6,741-72.7% | $10,705-82.8% | $4,887-62.3% |