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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 | $28,312 | $140,592-79.9% | $123,105-77.0% | $125,389-77.4% |
| Participation rate | 25.0% | 88.2%-63.2pp | 86.8%-61.8pp | 83.2%-58.2pp |
| Annual return | -4.09% | 16.80%-20.9pp | 13.22%-17.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $4,824 | $6,041-20.1% | $5,151-6.3% | $4,866-0.9% |
| Participant deferral / active EE | $10,490 | $6,980+50.3% | $6,229+68.4% | $5,352+96.0% |
| Admin fee / account holder | $57,271 | $11,198+411.4% | $9,014+535.4% | $9,541+500.3% |