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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 | $13,283 | $167,353-92.1% | $143,797-90.8% | $134,545-90.1% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -20.80% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,474 | $5,620-73.8% | $4,952-70.2% | $4,742-68.9% |
| Participant deferral / active EE | $3,252 | $6,447-49.6% | $5,638-42.3% | $6,401-49.2% |
| Admin fee / account holder | $1,041 | $18,096-94.2% | $14,679-92.9% | $11,431-90.9% |