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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 | $16,072 | $54,380-70.4% | $68,509-76.5% | $59,633-73.0% |
| Participation rate | 39.1% | 70.2%-31.1pp | 74.7%-35.6pp | 68.7%-29.5pp |
| Annual return | -4.27% | 2.83%-7.1pp | 8.27%-12.5pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $883 | $1,539-42.6% | $2,278-61.2% | $2,203-59.9% |
| Participant deferral / active EE | $1,633 | $2,643-38.2% | $3,382-51.7% | $3,192-48.8% |
| Admin fee / account holder | $302 | $3,885-92.2% | $5,275-94.3% | $4,297-93.0% |