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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 | $9,378 | $52,678-82.2% | $75,784-87.6% | $59,633-84.3% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.8%-23.8pp | 68.7%-16.7pp |
| Annual return | -6.55% | 2.95%-9.5pp | 9.68%-16.2pp | 2041.40%-2047.9pp |
| Employer contribution / active EE | $970 | $2,193-55.8% | $3,323-70.8% | $2,203-56.0% |
| Participant deferral / active EE | $1,360 | $2,591-47.5% | $3,652-62.8% | $3,192-57.4% |
| Admin fee / account holder | $336 | $3,610-90.7% | $5,300-93.7% | $4,297-92.2% |