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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 | $11,224 | $77,638-85.5% | $156,551-92.8% | $62,881-82.2% |
| Participation rate | 59.3% | 71.2%-11.9pp | 84.0%-24.8pp | 69.3%-10.0pp |
| Annual return | -0.71% | 50.33%-51.0pp | 32.23%-32.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $417 | $3,444-87.9% | $5,501-92.4% | $2,281-81.7% |
| Participant deferral / active EE | $1,042 | $3,046-65.8% | $4,871-78.6% | $3,203-67.5% |
| Admin fee / account holder | $4,483 | $5,561-19.4% | $13,028-65.6% | $4,296+4.4% |