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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 | $12,796 | $65,092-80.3% | $143,799-91.1% | $66,938-80.9% |
| Participation rate | 53.3% | 65.2%-11.9pp | 80.3%-27.0pp | 69.8%-16.5pp |
| Annual return | -17.97% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,074 | $2,362-54.5% | $4,952-78.3% | $2,545-57.8% |
| Participant deferral / active EE | $1,817 | $2,920-37.8% | $5,638-67.8% | $4,238-57.1% |
| Admin fee / account holder | $537 | $502+7.0% | $14,677-96.3% | $594-9.4% |