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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 | $9,969 | $158,852-93.7% | $121,220-91.8% | $135,380-92.6% |
| Participation rate | 55.6% | 79.3%-23.8pp | 71.8%-16.2pp | 82.6%-27.1pp |
| Annual return | -9.67% | -0.64%-9.0pp | 16.94%-26.6pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,239 | $5,666-78.1% | $4,023-69.2% | $4,779-74.1% |
| Participant deferral / active EE | $2,245 | $4,006-44.0% | $3,345-32.9% | $5,609-60.0% |
| Admin fee / account holder | $989 | $6,515-84.8% | $5,021-80.3% | $10,828-90.9% |