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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 | $11,047 | $54,380-79.7% | $68,509-83.9% | $59,633-81.5% |
| Participation rate | 63.3% | 70.2%-6.9pp | 74.7%-11.4pp | 68.7%-5.3pp |
| Annual return | -3.45% | 2.83%-6.3pp | 8.27%-11.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $982 | $1,539-36.2% | $2,278-56.9% | $2,203-55.4% |
| Participant deferral / active EE | $1,516 | $2,643-42.6% | $3,382-55.2% | $3,192-52.5% |
| Admin fee / account holder | $1,019 | $3,885-73.8% | $5,275-80.7% | $4,297-76.3% |