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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 | $16,813 | $158,852-89.4% | $121,220-86.1% | $135,379-87.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -19.61% | -0.64%-19.0pp | 16.94%-36.5pp | 519.79%-539.4pp |
| Employer contribution / active EE | $1,628 | $5,666-71.3% | $4,023-59.5% | $4,779-65.9% |
| Participant deferral / active EE | $4,799 | $4,006+19.8% | $3,345+43.5% | $5,609-14.4% |
| Admin fee / account holder | $467 | $6,515-92.8% | $5,021-90.7% | $10,828-95.7% |