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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 | $16,789 | $72,177-76.7% | $115,038-85.4% | $59,633-71.8% |
| Participation rate | 52.9% | 72.6%-19.6pp | 81.4%-28.4pp | 68.7%-15.7pp |
| Annual return | -2.67% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,420 | $2,841-50.0% | $4,608-69.2% | $2,203-35.5% |
| Participant deferral / active EE | $2,962 | $4,783-38.1% | $6,026-50.8% | $3,192-7.2% |
| Admin fee / account holder | $334 | $4,927-93.2% | $8,175-95.9% | $4,297-92.2% |