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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 | $8,533 | $52,678-83.8% | $75,784-88.7% | $59,633-85.7% |
| Participation rate | 45.2% | 67.2%-22.1pp | 75.8%-30.7pp | 68.7%-23.5pp |
| Annual return | -6.18% | 2.95%-9.1pp | 9.68%-15.9pp | 2041.40%-2047.6pp |
| Employer contribution / active EE | $971 | $2,193-55.7% | $3,323-70.8% | $2,203-55.9% |
| Participant deferral / active EE | $1,409 | $2,591-45.6% | $3,652-61.4% | $3,192-55.9% |
| Admin fee / account holder | $350 | $3,610-90.3% | $5,300-93.4% | $4,297-91.9% |