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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 | $10,706 | $68,880-84.5% | $120,580-91.1% | $80,959-86.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.0%-22.0pp | 67.7%-17.7pp |
| Annual return | -8.35% | 23.68%-32.0pp | 107.48%-115.8pp | 35.67%-44.0pp |
| Employer contribution / active EE | $756 | $2,066-63.4% | $3,469-78.2% | $2,757-72.6% |
| Participant deferral / active EE | $1,836 | $3,191-42.5% | $4,995-63.2% | $4,300-57.3% |
| Admin fee / account holder | $4,802 | $5,785-17.0% | $9,418-49.0% | $6,925-30.7% |