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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 | $9,560 | $73,848-87.1% | $143,799-93.4% | $68,486-86.0% |
| Participation rate | 52.0% | 66.7%-14.7pp | 80.3%-28.3pp | 67.9%-15.9pp |
| Annual return | -23.77% | 0.91%-24.7pp | -0.04%-23.7pp | -7.85%-15.9pp |
| Employer contribution / active EE | $1,071 | $3,184-66.4% | $4,952-78.4% | $2,597-58.7% |
| Participant deferral / active EE | $2,094 | $3,385-38.1% | $5,638-62.9% | $4,028-48.0% |
| Admin fee / account holder | $2,552 | $5,755-55.7% | $14,677-82.6% | $5,404-52.8% |