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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 | $13,480 | $97,881-86.2% | $80,004-83.2% | $125,389-89.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -27.53% | 9.36%-36.9pp | 7.63%-35.2pp | 282.24%-309.8pp |
| Employer contribution / active EE | $1,163 | $3,128-62.8% | $2,473-53.0% | $4,866-76.1% |
| Participant deferral / active EE | $2,670 | $3,744-28.7% | $3,204-16.7% | $5,352-50.1% |
| Admin fee / account holder | $2,296 | $6,278-63.4% | $5,033-54.4% | $9,541-75.9% |