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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 | $10,307 | $95,188-89.2% | $76,518-86.5% | $135,379-92.4% |
| Participation rate | 30.4% | 74.4%-44.0pp | 68.0%-37.6pp | 82.6%-52.2pp |
| Annual return | -13.26% | 4.85%-18.1pp | -0.27%-13.0pp | 519.79%-533.1pp |
| Employer contribution / active EE | $613 | $3,303-81.4% | $2,647-76.8% | $4,779-87.2% |
| Participant deferral / active EE | $1,291 | $4,640-72.2% | $3,836-66.3% | $5,609-77.0% |
| Admin fee / account holder | $398 | $6,249-93.6% | $4,849-91.8% | $10,828-96.3% |