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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 | $28,446 | $153,769-81.5% | $133,975-78.8% | $273,972-89.6% |
| Participation rate | 65.2% | 88.4%-23.1pp | 87.1%-21.8pp | 83.0%-17.8pp |
| Annual return | -15.30% | 36.51%-51.8pp | 29.29%-44.6pp | 41.46%-56.8pp |
| Employer contribution / active EE | $14,140 | $6,029+134.5% | $5,211+171.3% | $4,869+190.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,068 | $11,765-39.9% | $9,324-24.2% | $10,133-30.2% |