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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 | $14,328 | $167,533-91.4% | $151,645-90.6% | $134,545-89.4% |
| Participation rate | 68.4% | 88.4%-20.0pp | 87.5%-19.1pp | 81.2%-12.8pp |
| Annual return | -32.99% | 7.81%-40.8pp | 3.34%-36.3pp | 418.37%-451.4pp |
| Employer contribution / active EE | $1,627 | $6,828-76.2% | $6,165-73.6% | $4,742-65.7% |
| Participant deferral / active EE | $4,492 | $8,985-50.0% | $8,363-46.3% | $6,401-29.8% |
| Admin fee / account holder | $3,237 | $13,781-76.5% | $11,614-72.1% | $11,431-71.7% |