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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 | $10,515 | $133,998-92.2% | $112,263-90.6% | $134,545-92.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.52% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,615 | $4,040-60.0% | $3,636-55.6% | $4,742-65.9% |
| Participant deferral / active EE | $2,632 | $5,292-50.3% | $4,729-44.3% | $6,401-58.9% |
| Admin fee / account holder | $1,274 | $7,493-83.0% | $6,410-80.1% | $11,431-88.9% |