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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 | $11,786 | $62,583-81.2% | $76,767-84.6% | $64,173-81.6% |
| Participation rate | 63.0% | 72.8%-9.9pp | 77.0%-14.0pp | 69.6%-6.6pp |
| Annual return | -8.44% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $876 | $1,832-52.2% | $2,485-64.7% | $2,381-63.2% |
| Participant deferral / active EE | $1,785 | $3,145-43.3% | $3,852-53.7% | $3,470-48.6% |
| Admin fee / account holder | $2,936 | $4,667-37.1% | $6,675-56.0% | $4,887-39.9% |