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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 | $12,752 | $127,387-90.0% | $115,038-88.9% | $125,389-89.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -10.11% | 31.28%-41.4pp | 26.14%-36.2pp | 282.24%-292.3pp |
| Employer contribution / active EE | $1,198 | $5,166-76.8% | $4,608-74.0% | $4,866-75.4% |
| Participant deferral / active EE | $3,522 | $6,423-45.2% | $6,026-41.6% | $5,352-34.2% |
| Admin fee / account holder | $1,271 | $9,516-86.6% | $8,175-84.5% | $9,541-86.7% |