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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 | $21,863 | $167,522-86.9% | $151,639-85.6% | $134,532-83.7% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-32.9pp | 81.2%-26.7pp |
| Annual return | -21.86% | 7.81%-29.7pp | 3.34%-25.2pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,694 | $6,828-75.2% | $6,165-72.5% | $4,741-64.3% |
| Participant deferral / active EE | $6,681 | $8,986-25.6% | $8,363-20.1% | $6,401+4.4% |
| Admin fee / account holder | $5,021 | $13,780-63.6% | $11,613-56.8% | $11,429-56.1% |