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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 | $11,596 | $72,177-83.9% | $115,037-89.9% | $59,633-80.6% |
| Participation rate | 64.1% | 72.6%-8.4pp | 81.4%-17.3pp | 68.7%-4.6pp |
| Annual return | -4.57% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $1,202 | $2,841-57.7% | $4,608-73.9% | $2,203-45.4% |
| Participant deferral / active EE | $2,199 | $4,783-54.0% | $6,026-63.5% | $3,192-31.1% |
| Admin fee / account holder | $1,012 | $4,927-79.5% | $8,175-87.6% | $4,297-76.5% |