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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 | $17,575 | $65,704-73.3% | $94,229-81.3% | $59,633-70.5% |
| Participation rate | 26.3% | 72.1%-45.8pp | 78.8%-52.5pp | 68.7%-42.4pp |
| Annual return | -8.81% | 5.22%-14.0pp | 10.68%-19.5pp | 2041.45%-2050.3pp |
| Employer contribution / active EE | $985 | $2,021-51.2% | $3,587-72.5% | $2,203-55.3% |
| Participant deferral / active EE | $1,485 | $3,143-52.8% | $4,320-65.6% | $3,192-53.5% |
| Admin fee / account holder | $1,728 | $4,265-59.5% | $6,269-72.4% | $4,297-59.8% |