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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 | $17,588 | $127,387-86.2% | $115,038-84.7% | $125,389-86.0% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | -4.86% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,247 | $5,166-75.9% | $4,608-72.9% | $4,866-74.4% |
| Participant deferral / active EE | $5,091 | $6,423-20.7% | $6,026-15.5% | $5,352-4.9% |
| Admin fee / account holder | $1,317 | $9,516-86.2% | $8,175-83.9% | $9,541-86.2% |