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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 | $21,733 | $65,704-66.9% | $94,229-76.9% | $59,633-63.6% |
| Participation rate | 56.4% | 72.1%-15.7pp | 78.8%-22.4pp | 68.7%-12.3pp |
| Annual return | -2.88% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $891 | $2,021-55.9% | $3,587-75.2% | $2,203-59.5% |
| Participant deferral / active EE | $2,127 | $3,143-32.3% | $4,320-50.8% | $3,192-33.4% |
| Admin fee / account holder | $1,511 | $4,265-64.6% | $6,269-75.9% | $4,297-64.8% |