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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 | $22,205 | $167,522-86.7% | $151,639-85.4% | $134,532-83.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -21.70% | 7.81%-29.5pp | 3.34%-25.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $4,489 | $6,828-34.2% | $6,165-27.2% | $4,741-5.3% |
| Participant deferral / active EE | $5,881 | $8,986-34.6% | $8,363-29.7% | $6,401-8.1% |
| Admin fee / account holder | $1,978 | $13,780-85.6% | $11,613-83.0% | $11,429-82.7% |