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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 | $16,774 | $140,592-88.1% | $123,106-86.4% | $125,388-86.6% |
| Participation rate | 68.4% | 88.2%-19.8pp | 86.8%-18.4pp | 83.2%-14.8pp |
| Annual return | -4.46% | 16.80%-21.3pp | 13.22%-17.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $3,677 | $6,041-39.1% | $5,151-28.6% | $4,866-24.4% |
| Participant deferral / active EE | $7,804 | $6,980+11.8% | $6,229+25.3% | $5,352+45.8% |
| Admin fee / account holder | $7,776 | $11,198-30.6% | $9,015-13.7% | $9,541-18.5% |