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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 | $20,197 | $72,177-72.0% | $115,037-82.4% | $59,633-66.1% |
| Participation rate | 25.4% | 72.6%-47.2pp | 81.4%-56.0pp | 68.7%-43.3pp |
| Annual return | -7.64% | 12.02%-19.7pp | 26.14%-33.8pp | 2041.40%-2049.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,692 | $4,783-1.9% | $6,026-22.1% | $3,192+47.0% |
| Admin fee / account holder | $2,069 | $4,927-58.0% | $8,175-74.7% | $4,297-51.9% |