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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 | $10,056 | $65,712-84.7% | $57,196-82.4% | $273,972-96.3% |
| Participation rate | 19.0% | 78.3%-59.3pp | 75.3%-56.3pp | 83.0%-64.0pp |
| Annual return | -0.12% | 22.01%-22.1pp | 14.59%-14.7pp | 41.46%-41.6pp |
| Employer contribution / active EE | $290 | $3,280-91.2% | $2,683-89.2% | $4,869-94.0% |
| Participant deferral / active EE | $971 | $3,782-74.3% | $3,096-68.6% | $5,287-81.6% |
| Admin fee / account holder | $1,606 | $4,838-66.8% | $3,141-48.9% | $10,133-84.2% |