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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 | $21,426 | $167,533-87.2% | $151,645-85.9% | $134,545-84.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.33% | 7.81%-29.1pp | 3.34%-24.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,748 | $6,828-74.4% | $6,165-71.7% | $4,742-63.1% |
| Participant deferral / active EE | $5,055 | $8,985-43.7% | $8,363-39.6% | $6,401-21.0% |
| Admin fee / account holder | $3,202 | $13,781-76.8% | $11,614-72.4% | $11,431-72.0% |