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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 | $19,475 | $127,387-84.7% | $115,038-83.1% | $125,389-84.5% |
| Participation rate | 41.7% | 84.2%-42.5pp | 81.4%-39.7pp | 83.2%-41.5pp |
| Annual return | -6.42% | 31.28%-37.7pp | 26.14%-32.6pp | 282.24%-288.7pp |
| Employer contribution / active EE | $1,259 | $5,166-75.6% | $4,608-72.7% | $4,866-74.1% |
| Participant deferral / active EE | $4,635 | $6,423-27.8% | $6,026-23.1% | $5,352-13.4% |
| Admin fee / account holder | $2,376 | $9,516-75.0% | $8,175-70.9% | $9,541-75.1% |