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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 | $17,209 | $72,177-76.2% | $115,038-85.0% | $59,633-71.1% |
| Participation rate | 44.0% | 72.6%-28.6pp | 81.4%-37.4pp | 68.7%-24.7pp |
| Annual return | -5.28% | 12.02%-17.3pp | 26.14%-31.4pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,569 | $4,783+16.4% | $6,026-7.6% | $3,192+74.5% |
| Admin fee / account holder | $6,986 | $4,927+41.8% | $8,175-14.5% | $4,297+62.6% |