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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 | $17,030 | $142,392-88.0% | $119,622-85.8% | $134,532-87.3% |
| Participation rate | 68.2% | 82.8%-14.6pp | 79.3%-11.1pp | 81.2%-13.0pp |
| Annual return | -21.98% | -12.46%-9.5pp | -14.98%-7.0pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,205 | $5,224-76.9% | $4,232-71.5% | $4,741-74.6% |
| Participant deferral / active EE | $2,397 | $6,467-62.9% | $5,601-57.2% | $6,401-62.6% |
| Admin fee / account holder | $1,669 | $13,593-87.7% | $10,328-83.8% | $11,429-85.4% |