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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 | $10,999 | $103,949-89.4% | $69,182-84.1% | $273,972-96.0% |
| Participation rate | 46.2% | 67.4%-21.2pp | 55.1%-9.0pp | 83.0%-36.9pp |
| Annual return | -3.50% | 35.28%-38.8pp | -21.93%+18.4pp | 41.46%-45.0pp |
| Employer contribution / active EE | $713 | $1,783-60.0% | $1,206-40.9% | $4,869-85.4% |
| Participant deferral / active EE | $1,632 | $2,716-39.9% | $1,897-14.0% | $5,287-69.1% |
| Admin fee / account holder | $887 | $3,671-75.8% | $2,697-67.1% | $10,133-91.2% |