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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 | $7,397 | $167,352-95.6% | $143,788-94.9% | $134,509-94.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.39% | 0.47%-21.9pp | -0.03%-21.4pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,822 | $5,620-67.6% | $4,952-63.2% | $4,741-61.6% |
| Participant deferral / active EE | $7,154 | $6,447+11.0% | $5,638+26.9% | $6,400+11.8% |
| Admin fee / account holder | $631 | $18,091-96.5% | $14,675-95.7% | $11,427-94.5% |