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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 | $19,602 | $56,197-65.1% | $67,652-71.0% | $59,633-67.1% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | -3.53% | 18508.10%-18511.6pp | 6625.40%-6628.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,147 | $1,615+33.0% | $2,266-5.2% | $2,203-2.5% |
| Participant deferral / active EE | $3,655 | $2,844+28.5% | $3,560+2.7% | $3,192+14.5% |
| Admin fee / account holder | $787 | $3,958-80.1% | $4,821-83.7% | $4,297-81.7% |