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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 | $12,676 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | -18.44% | 74.59%-93.0pp | 66.58%-85.0pp | 220.34%-238.8pp |
| Employer contribution / active EE | $8,423 | $4,804+75.3% | $4,554+84.9% | $4,156+102.7% |
| Participant deferral / active EE | $4,533 | $8,216-44.8% | $7,897-42.6% | $6,407-29.2% |
| Admin fee / account holder | $23,262 | $14,344+62.2% | $13,129+77.2% | $12,270+89.6% |