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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 | $16,248 | $58,828-72.4% | $78,002-79.2% | $62,881-74.2% |
| Participation rate | 58.8% | 71.1%-12.2pp | 75.5%-16.7pp | 69.3%-10.5pp |
| Annual return | -2.80% | 17.16%-20.0pp | 425.99%-428.8pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,653 | $1,672-1.1% | $2,470-33.1% | $2,281-27.5% |
| Participant deferral / active EE | $2,635 | $2,686-1.9% | $3,497-24.6% | $3,203-17.7% |
| Admin fee / account holder | $1,158 | $4,393-73.6% | $5,481-78.9% | $4,296-73.0% |