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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 | $17,971 | $52,911-66.0% | $73,309-75.5% | $59,633-69.9% |
| Participation rate | 51.6% | 68.2%-16.7pp | 74.9%-23.3pp | 68.7%-17.1pp |
| Annual return | -4.34% | 12.20%-16.5pp | 5.67%-10.0pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,141 | $1,909-40.2% | $3,237-64.8% | $2,203-48.2% |
| Participant deferral / active EE | $2,472 | $4,069-39.2% | $4,991-50.5% | $3,192-22.5% |
| Admin fee / account holder | $1,799 | $3,835-53.1% | $5,635-68.1% | $4,297-58.1% |