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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 | $13,190 | $140,592-90.6% | $123,105-89.3% | $125,389-89.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -10.47% | 16.80%-27.3pp | 13.22%-23.7pp | 282.24%-292.7pp |
| Employer contribution / active EE | $1,884 | $6,041-68.8% | $5,151-63.4% | $4,866-61.3% |
| Participant deferral / active EE | $3,089 | $6,980-55.7% | $6,229-50.4% | $5,352-42.3% |
| Admin fee / account holder | $8,605 | $11,198-23.2% | $9,014-4.5% | $9,541-9.8% |