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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 | $17,274 | $167,353-89.7% | $143,797-88.0% | $134,545-87.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -24.80% | 0.48%-25.3pp | -0.04%-24.8pp | 418.37%-443.2pp |
| Employer contribution / active EE | $1,227 | $5,620-78.2% | $4,952-75.2% | $4,742-74.1% |
| Participant deferral / active EE | $4,980 | $6,447-22.8% | $5,638-11.7% | $6,401-22.2% |
| Admin fee / account holder | $407 | $18,096-97.7% | $14,679-97.2% | $11,431-96.4% |