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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 | $24,802 | $140,592-82.4% | $123,105-79.9% | $125,389-80.2% |
| Participation rate | 52.6% | 88.2%-35.6pp | 86.8%-34.1pp | 83.2%-30.6pp |
| Annual return | -4.73% | 16.80%-21.5pp | 13.22%-18.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $1,537 | $6,041-74.6% | $5,151-70.2% | $4,866-68.4% |
| Participant deferral / active EE | $3,967 | $6,980-43.2% | $6,229-36.3% | $5,352-25.9% |
| Admin fee / account holder | $553 | $11,198-95.1% | $9,014-93.9% | $9,541-94.2% |