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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 | $11,693 | $48,050-75.7% | $85,969-86.4% | $59,633-80.4% |
| Participation rate | 55.2% | 64.5%-9.3pp | 76.5%-21.4pp | 68.7%-13.5pp |
| Annual return | -3.38% | 0.29%-3.7pp | 9.32%-12.7pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,144 | $1,640-30.2% | $3,474-67.1% | $2,203-48.1% |
| Participant deferral / active EE | $2,008 | $2,249-10.7% | $3,829-47.6% | $3,192-37.1% |
| Admin fee / account holder | $2,234 | $3,206-30.3% | $6,053-63.1% | $4,297-48.0% |