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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 | $12,307 | $83,908-85.3% | $68,509-82.0% | $125,389-90.2% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | -6.70% | 14.48%-21.2pp | 8.27%-15.0pp | 282.24%-288.9pp |
| Employer contribution / active EE | $3,124 | $3,031+3.1% | $2,278+37.1% | $4,866-35.8% |
| Participant deferral / active EE | $3,905 | $4,125-5.3% | $3,382+15.4% | $5,352-27.0% |
| Admin fee / account holder | $2,603 | $8,982-71.0% | $5,275-50.7% | $9,541-72.7% |