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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 | $8,221 | $39,162-79.0% | $100,671-91.8% | $59,633-86.2% |
| Participation rate | 40.0% | 55.9%-15.9pp | 70.7%-30.7pp | 68.7%-28.7pp |
| Annual return | -5.12% | 21.07%-26.2pp | 20.43%-25.6pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $520 | $1,151-54.8% | $4,012-87.0% | $2,203-76.4% |
| Participant deferral / active EE | $816 | $1,992-59.0% | $3,144-74.0% | $3,192-74.4% |
| Admin fee / account holder | $2,169 | $2,969-27.0% | $4,850-55.3% | $4,297-49.5% |