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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 | $16,739 | $127,387-86.9% | $115,038-85.4% | $125,389-86.7% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -4.33% | 31.28%-35.6pp | 26.14%-30.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,637 | $5,166-49.0% | $4,608-42.8% | $4,866-45.8% |
| Participant deferral / active EE | $5,911 | $6,423-8.0% | $6,026-1.9% | $5,352+10.5% |
| Admin fee / account holder | $479 | $9,516-95.0% | $8,175-94.1% | $9,541-95.0% |