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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 | $17,748 | $54,380-67.4% | $68,509-74.1% | $59,633-70.2% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | -5.32% | 2.83%-8.2pp | 8.27%-13.6pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $828 | $1,539-46.2% | $2,278-63.7% | $2,203-62.4% |
| Participant deferral / active EE | $2,387 | $2,643-9.7% | $3,382-29.4% | $3,192-25.2% |
| Admin fee / account holder | $1,095 | $3,885-71.8% | $5,275-79.2% | $4,297-74.5% |