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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 | $16,183 | $167,362-90.3% | $143,799-88.7% | $134,532-88.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -22.82% | 0.47%-23.3pp | -0.04%-22.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,668 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $6,160 | $6,447-4.5% | $5,638+9.3% | $6,401-3.8% |
| Admin fee / account holder | $587 | $18,094-96.8% | $14,677-96.0% | $11,429-94.9% |