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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 | $12,072 | $48,078-74.9% | $78,676-84.7% | $62,881-80.8% |
| Participation rate | 56.5% | 65.2%-8.7pp | 73.6%-17.0pp | 69.3%-12.8pp |
| Annual return | -0.51% | 31.36%-31.9pp | 62.19%-62.7pp | 20.14%-20.7pp |
| Employer contribution / active EE | $406 | $2,015-79.9% | $2,850-85.8% | $2,281-82.2% |
| Participant deferral / active EE | $1,896 | $2,587-26.7% | $3,517-46.1% | $3,203-40.8% |
| Admin fee / account holder | $363 | $3,206-88.7% | $4,510-91.9% | $4,296-91.5% |