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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 | $14,979 | $71,873-79.2% | $86,698-82.7% | $68,490-78.1% |
| Participation rate | 67.9% | 72.2%-4.4pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -19.99% | 3.54%-23.5pp | 35.96%-56.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,428 | $2,173-34.3% | $2,837-49.7% | $2,597-45.0% |
| Participant deferral / active EE | $3,904 | $3,779+3.3% | $4,656-16.2% | $4,028-3.1% |
| Admin fee / account holder | $632 | $6,110-89.7% | $7,492-91.6% | $5,403-88.3% |