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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 | $10,122 | $155,555-93.5% | $146,866-93.1% | $155,188-93.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | -9.59% | 115.41%-125.0pp | 102.85%-112.4pp | 148.84%-158.4pp |
| Employer contribution / active EE | $2,883 | $4,647-38.0% | $4,425-34.8% | $4,248-32.1% |
| Participant deferral / active EE | $2,815 | $8,044-65.0% | $7,759-63.7% | $6,531-56.9% |
| Admin fee / account holder | $3,804 | $14,755-74.2% | $13,620-72.1% | $14,480-73.7% |