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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 | $17,797 | $92,219-80.7% | $76,767-76.8% | $135,380-86.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -14.90% | 5.46%-20.4pp | 2.43%-17.3pp | 519.81%-534.7pp |
| Employer contribution / active EE | $1,301 | $3,216-59.5% | $2,485-47.6% | $4,779-72.8% |
| Participant deferral / active EE | $2,893 | $4,508-35.8% | $3,852-24.9% | $5,609-48.4% |
| Admin fee / account holder | $573 | $10,749-94.7% | $6,675-91.4% | $10,828-94.7% |