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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 | $11,808 | $62,549-81.1% | $85,705-86.2% | $85,851-86.2% |
| Participation rate | 19.2% | 61.1%-41.9pp | 69.9%-50.6pp | 69.3%-50.1pp |
| Annual return | 3.64% | 23.77%-20.1pp | 21.49%-17.8pp | 318.63%-315.0pp |
| Employer contribution / active EE | $550 | $1,755-68.7% | $2,619-79.0% | $2,565-78.6% |
| Participant deferral / active EE | $1,376 | $2,802-50.9% | $3,924-64.9% | $3,952-65.2% |
| Admin fee / account holder | $1,922 | $4,644-58.6% | $6,877-72.1% | $6,261-69.3% |