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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 | $11,059 | $60,349-81.7% | $74,184-85.1% | $62,881-82.4% |
| Participation rate | 46.2% | 72.7%-26.6pp | 76.6%-30.5pp | 69.3%-23.2pp |
| Annual return | -5.77% | 21.38%-27.1pp | 17.74%-23.5pp | 20.14%-25.9pp |
| Employer contribution / active EE | $495 | $1,680-70.5% | $2,370-79.1% | $2,281-78.3% |
| Participant deferral / active EE | $1,820 | $2,856-36.3% | $3,550-48.7% | $3,203-43.2% |
| Admin fee / account holder | $18,307 | $4,261+329.7% | $5,586+227.7% | $4,296+326.2% |