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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 | $20,749 | $211,946-90.2% | $169,452-87.8% | $135,379-84.7% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -17.84% | 3.26%-21.1pp | 1.83%-19.7pp | 519.79%-537.6pp |
| Employer contribution / active EE | $1,508 | $5,117-70.5% | $4,157-63.7% | $4,779-68.4% |
| Participant deferral / active EE | $6,777 | $6,075+11.5% | $5,277+28.4% | $5,609+20.8% |
| Admin fee / account holder | $816 | $11,472-92.9% | $9,110-91.0% | $10,828-92.5% |