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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 | $11,992 | $65,704-81.7% | $94,229-87.3% | $59,633-79.9% |
| Participation rate | 31.0% | 72.1%-41.1pp | 78.8%-47.7pp | 68.7%-37.6pp |
| Annual return | -4.62% | 5.22%-9.8pp | 10.68%-15.3pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $949 | $2,021-53.0% | $3,587-73.5% | $2,203-56.9% |
| Participant deferral / active EE | $2,304 | $3,143-26.7% | $4,320-46.7% | $3,192-27.8% |
| Admin fee / account holder | $1,696 | $4,265-60.2% | $6,269-73.0% | $4,297-60.5% |