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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 | $11,121 | $41,854-73.4% | $73,836-84.9% | $52,331-78.7% |
| Participation rate | 51.5% | 66.2%-14.8pp | 73.4%-22.0pp | 68.1%-16.6pp |
| Annual return | -2.08% | 2.11%-4.2pp | 2268.06%-2270.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $989 | $1,920-48.5% | $2,787-64.5% | $1,882-47.4% |
| Participant deferral / active EE | $1,319 | $2,498-47.2% | $3,583-63.2% | $3,022-56.4% |
| Admin fee / account holder | $1,437 | $493+191.6% | $4,882-70.6% | $592+142.8% |