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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 | $10,348 | $65,685-84.2% | $57,181-81.9% | $273,968-96.2% |
| Participation rate | 44.4% | 78.3%-33.9pp | 75.3%-30.9pp | 83.0%-38.6pp |
| Annual return | -0.20% | 21.99%-22.2pp | 14.59%-14.8pp | 41.45%-41.7pp |
| Employer contribution / active EE | $751 | $3,279-77.1% | $2,682-72.0% | $4,869-84.6% |
| Participant deferral / active EE | $2,104 | $3,781-44.3% | $3,096-32.0% | $5,287-60.2% |
| Admin fee / account holder | $11,695 | $4,835+141.9% | $3,139+272.6% | $10,132+15.4% |