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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 | $14,657 | $167,352-91.2% | $143,788-89.8% | $134,509-89.1% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -22.06% | 0.47%-22.5pp | -0.03%-22.0pp | 418.13%-440.2pp |
| Employer contribution / active EE | $1,750 | $5,620-68.9% | $4,952-64.7% | $4,741-63.1% |
| Participant deferral / active EE | $2,925 | $6,447-54.6% | $5,638-48.1% | $6,400-54.3% |
| Admin fee / account holder | $971 | $18,091-94.6% | $14,675-93.4% | $11,427-91.5% |