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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 | $14,213 | $140,578-89.9% | $100,671-85.9% | $125,389-88.7% |
| Participation rate | 27.3% | 80.4%-53.1pp | 70.7%-43.4pp | 83.2%-55.9pp |
| Annual return | -6.95% | 24.67%-31.6pp | 20.43%-27.4pp | 282.24%-289.2pp |
| Employer contribution / active EE | $385 | $5,965-93.6% | $4,012-90.4% | $4,866-92.1% |
| Participant deferral / active EE | $1,511 | $3,981-62.0% | $3,144-51.9% | $5,352-71.8% |
| Admin fee / account holder | $2,146 | $6,716-68.1% | $4,850-55.8% | $9,541-77.5% |