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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 | $14,712 | $107,809-86.4% | $90,657-83.8% | $135,379-89.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -11.94% | -0.90%-11.0pp | 1.89%-13.8pp | 519.79%-531.7pp |
| Employer contribution / active EE | $1,047 | $3,018-65.3% | $2,532-58.7% | $4,779-78.1% |
| Participant deferral / active EE | $2,194 | $3,872-43.3% | $3,424-35.9% | $5,609-60.9% |
| Admin fee / account holder | $635 | $5,931-89.3% | $4,994-87.3% | $10,828-94.1% |