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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 | $15,204 | $201,344-92.4% | $184,243-91.7% | $145,877-89.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | -1.03% | 29.01%-30.0pp | 28.82%-29.9pp | 551.28%-552.3pp |
| Employer contribution / active EE | $4,760 | $7,022-32.2% | $6,427-25.9% | $4,663+2.1% |
| Participant deferral / active EE | $19,443 | $9,807+98.3% | $9,132+112.9% | $6,691+190.6% |
| Admin fee / account holder | $201,437 | $16,382+1129.6% | $13,914+1347.8% | $13,402+1403.0% |