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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 | $17,864 | $127,386-86.0% | $115,037-84.5% | $125,388-85.8% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -14.55% | 31.28%-45.8pp | 26.14%-40.7pp | 282.24%-296.8pp |
| Employer contribution / active EE | $2,874 | $5,166-44.4% | $4,608-37.6% | $4,866-40.9% |
| Participant deferral / active EE | $3,550 | $6,423-44.7% | $6,026-41.1% | $5,352-33.7% |
| Admin fee / account holder | $663 | $9,516-93.0% | $8,175-91.9% | $9,541-93.1% |