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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 | $12,118 | $63,953-81.1% | $54,726-77.9% | $135,379-91.0% |
| Participation rate | 66.7% | 84.9%-18.2pp | 79.1%-12.5pp | 82.6%-16.0pp |
| Annual return | -9.51% | -5.77%-3.7pp | -4.56%-5.0pp | 519.79%-529.3pp |
| Employer contribution / active EE | $1,322 | $4,256-69.0% | $3,449-61.7% | $4,779-72.3% |
| Participant deferral / active EE | $1,474 | $4,810-69.3% | $3,953-62.7% | $5,609-73.7% |
| Admin fee / account holder | $2,847 | $4,567-37.7% | $3,818-25.4% | $10,828-73.7% |