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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 | $10,451 | $87,546-88.1% | $75,784-86.2% | $125,389-91.7% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -8.21% | 13.49%-21.7pp | 9.68%-17.9pp | 282.24%-290.5pp |
| Employer contribution / active EE | $1,915 | $3,930-51.3% | $3,323-42.4% | $4,866-60.6% |
| Participant deferral / active EE | $2,524 | $4,230-40.3% | $3,652-30.9% | $5,352-52.8% |
| Admin fee / account holder | $793 | $6,503-87.8% | $5,300-85.0% | $9,541-91.7% |