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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 | $2,034 | $99,345-98.0% | $84,753-97.6% | $273,972-99.3% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | -1.01% | 22.93%-23.9pp | 22.78%-23.8pp | 41.46%-42.5pp |
| Employer contribution / active EE | $1,051 | $4,214-75.1% | $3,574-70.6% | $4,869-78.4% |
| Participant deferral / active EE | $2,992 | $4,270-29.9% | $3,712-19.4% | $5,287-43.4% |
| Admin fee / account holder | $8,059 | $6,645+21.3% | $5,333+51.1% | $10,133-20.5% |