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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 | $20,637 | $167,522-87.7% | $151,639-86.4% | $134,532-84.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -22.05% | 7.81%-29.9pp | 3.34%-25.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,099 | $6,828-69.3% | $6,165-66.0% | $4,741-55.7% |
| Participant deferral / active EE | $7,302 | $8,986-18.7% | $8,363-12.7% | $6,401+14.1% |
| Admin fee / account holder | $3,194 | $13,780-76.8% | $11,613-72.5% | $11,429-72.1% |