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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 | $18,765 | $92,219-79.7% | $76,767-75.6% | $135,380-86.1% |
| Participation rate | 68.2% | 79.8%-11.6pp | 77.0%-8.8pp | 82.6%-14.5pp |
| Annual return | -12.69% | 5.46%-18.2pp | 2.43%-15.1pp | 519.81%-532.5pp |
| Employer contribution / active EE | $1,848 | $3,216-42.5% | $2,485-25.6% | $4,779-61.3% |
| Participant deferral / active EE | $4,749 | $4,508+5.3% | $3,852+23.3% | $5,609-15.3% |
| Admin fee / account holder | $483 | $10,749-95.5% | $6,675-92.8% | $10,828-95.5% |