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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 | $15,046 | $100,805-85.1% | $86,698-82.6% | $134,532-88.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -21.17% | 29.09%-50.3pp | 35.95%-57.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,020 | $3,490-13.5% | $2,837+6.5% | $4,741-36.3% |
| Participant deferral / active EE | $4,987 | $5,339-6.6% | $4,656+7.1% | $6,401-22.1% |
| Admin fee / account holder | $9,517 | $10,925-12.9% | $7,493+27.0% | $11,429-16.7% |