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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 | $20,923 | $181,896-88.5% | $156,551-86.6% | $273,972-92.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -24.98% | 30.74%-55.7pp | 32.23%-57.2pp | 41.46%-66.4pp |
| Employer contribution / active EE | $1,591 | $6,248-74.5% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $5,464 | $5,550-1.5% | $4,871+12.2% | $5,287+3.3% |
| Admin fee / account holder | $5,634 | $15,560-63.8% | $13,028-56.8% | $10,133-44.4% |