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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 | $18,703 | $201,372-90.7% | $184,260-89.8% | $145,884-87.2% |
| Participation rate | 23.5% | 87.5%-64.0pp | 86.8%-63.3pp | 80.3%-56.8pp |
| Annual return | -10.53% | 29.04%-39.6pp | 28.84%-39.4pp | 551.85%-562.4pp |
| Employer contribution / active EE | $5,493 | $7,024-21.8% | $6,427-14.5% | $4,662+17.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,316 | $16,362-92.0% | $13,898-90.5% | $13,392-90.2% |