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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 | $15,732 | $100,805-84.4% | $86,698-81.9% | $134,532-88.3% |
| Participation rate | 64.3% | 79.0%-14.7pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -22.52% | 29.09%-51.6pp | 35.95%-58.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,514 | $3,490-56.6% | $2,837-46.6% | $4,741-68.1% |
| Participant deferral / active EE | $3,784 | $5,339-29.1% | $4,656-18.7% | $6,401-40.9% |
| Admin fee / account holder | $410 | $10,925-96.2% | $7,493-94.5% | $11,429-96.4% |