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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 | $14,439 | $135,956-89.4% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | -6.14% | 56.63%-62.8pp | 47.52%-53.7pp | 41.46%-47.6pp |
| Employer contribution / active EE | $1,230 | $5,170-76.2% | $4,617-73.4% | $4,869-74.7% |
| Participant deferral / active EE | $2,646 | $6,343-58.3% | $5,984-55.8% | $5,287-50.0% |
| Admin fee / account holder | $2,536 | $9,817-74.2% | $8,357-69.7% | $10,133-75.0% |