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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 | $19,020 | $72,177-73.6% | $115,038-83.5% | $59,633-68.1% |
| Participation rate | 58.1% | 72.6%-14.4pp | 81.4%-23.2pp | 68.7%-10.5pp |
| Annual return | -3.94% | 12.02%-16.0pp | 26.14%-30.1pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $789 | $2,841-72.2% | $4,608-82.9% | $2,203-64.2% |
| Participant deferral / active EE | $2,216 | $4,783-53.7% | $6,026-63.2% | $3,192-30.6% |
| Admin fee / account holder | $390 | $4,927-92.1% | $8,175-95.2% | $4,297-90.9% |