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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 | $9,287 | $72,177-87.1% | $115,037-91.9% | $59,633-84.4% |
| Participation rate | 58.1% | 72.6%-14.5pp | 81.4%-23.3pp | 68.7%-10.6pp |
| Annual return | -6.57% | 12.02%-18.6pp | 26.14%-32.7pp | 2041.40%-2048.0pp |
| Employer contribution / active EE | $572 | $2,841-79.9% | $4,608-87.6% | $2,203-74.0% |
| Participant deferral / active EE | $2,492 | $4,783-47.9% | $6,026-58.7% | $3,192-21.9% |
| Admin fee / account holder | $5,711 | $4,927+15.9% | $8,175-30.1% | $4,297+32.9% |