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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 | $17,227 | $127,386-86.5% | $115,037-85.0% | $125,388-86.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -6.72% | 31.28%-38.0pp | 26.14%-32.9pp | 282.24%-289.0pp |
| Employer contribution / active EE | $4,053 | $5,166-21.6% | $4,608-12.0% | $4,866-16.7% |
| Participant deferral / active EE | $9,533 | $6,423+48.4% | $6,026+58.2% | $5,352+78.1% |
| Admin fee / account holder | $4,681 | $9,516-50.8% | $8,175-42.7% | $9,541-50.9% |