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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 | $11,293 | $56,484-80.0% | $169,452-93.3% | $64,173-82.4% |
| Participation rate | 59.3% | 64.5%-5.2pp | 77.8%-18.5pp | 69.6%-10.3pp |
| Annual return | -8.45% | -1.55%-6.9pp | 1.83%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,006 | $1,832-45.1% | $4,157-75.8% | $2,381-57.7% |
| Participant deferral / active EE | $1,778 | $3,448-48.4% | $5,277-66.3% | $3,470-48.8% |
| Admin fee / account holder | $3,825 | $4,174-8.4% | $9,110-58.0% | $4,887-21.7% |