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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 | $7,487 | $211,946-96.5% | $169,452-95.6% | $135,380-94.5% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -11.22% | 3.26%-14.5pp | 1.83%-13.0pp | 519.81%-531.0pp |
| Employer contribution / active EE | $2,556 | $5,117-50.1% | $4,157-38.5% | $4,779-46.5% |
| Participant deferral / active EE | $7,744 | $6,075+27.5% | $5,277+46.8% | $5,609+38.1% |
| Admin fee / account holder | $1,544 | $11,472-86.5% | $9,110-83.0% | $10,828-85.7% |