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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 | $11,302 | $96,524-88.3% | $75,900-85.1% | $152,909-92.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | -2.53% | 33.93%-36.5pp | 30.73%-33.3pp | 345.46%-348.0pp |
| Employer contribution / active EE | $1,529 | $3,311-53.8% | $2,501-38.9% | $4,764-67.9% |
| Participant deferral / active EE | $1,300 | $4,554-71.5% | $3,604-63.9% | $5,851-77.8% |
| Admin fee / account holder | $2,836 | $8,082-64.9% | $5,421-47.7% | $11,601-75.6% |