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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 | $14,526 | $97,881-85.2% | $80,004-81.8% | $125,393-88.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 73.0%-33.0pp | 83.2%-43.2pp |
| Annual return | -5.26% | 9.36%-14.6pp | 7.63%-12.9pp | 282.23%-287.5pp |
| Employer contribution / active EE | $2,763 | $3,128-11.6% | $2,473+11.8% | $4,866-43.2% |
| Participant deferral / active EE | $2,717 | $3,744-27.4% | $3,204-15.2% | $5,351-49.2% |
| Admin fee / account holder | $627 | $6,278-90.0% | $5,033-87.6% | $9,541-93.4% |