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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 | $19,235 | $54,380-64.6% | $68,509-71.9% | $59,633-67.7% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | -2.63% | 2.83%-5.5pp | 8.27%-10.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $314 | $1,539-79.6% | $2,278-86.2% | $2,203-85.7% |
| Participant deferral / active EE | $1,939 | $2,643-26.7% | $3,382-42.7% | $3,192-39.3% |
| Admin fee / account holder | $1,817 | $3,885-53.2% | $5,275-65.5% | $4,297-57.7% |