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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 | $9,264 | $72,177-87.2% | $115,038-91.9% | $59,633-84.5% |
| Participation rate | 42.4% | 72.6%-30.2pp | 81.4%-39.0pp | 68.7%-26.3pp |
| Annual return | -5.05% | 12.02%-17.1pp | 26.14%-31.2pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,839 | $4,783-40.6% | $6,026-52.9% | $3,192-11.0% |
| Admin fee / account holder | $679 | $4,927-86.2% | $8,175-91.7% | $4,297-84.2% |