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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 | $11,017 | $97,881-88.7% | $80,004-86.2% | $125,389-91.2% |
| Participation rate | 52.6% | 77.9%-25.2pp | 73.0%-20.4pp | 83.2%-30.6pp |
| Annual return | -5.79% | 9.36%-15.1pp | 7.63%-13.4pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,579 | $3,128-49.5% | $2,473-36.1% | $4,866-67.6% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $862 | $6,278-86.3% | $5,033-82.9% | $9,541-91.0% |