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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 | $2,772 | $107,809-97.4% | $90,657-96.9% | $135,380-98.0% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -15.08% | -0.90%-14.2pp | 1.89%-17.0pp | 519.81%-534.9pp |
| Employer contribution / active EE | $498 | $3,018-83.5% | $2,532-80.3% | $4,779-89.6% |
| Participant deferral / active EE | $975 | $3,872-74.8% | $3,424-71.5% | $5,609-82.6% |
| Admin fee / account holder | $466 | $5,931-92.2% | $4,994-90.7% | $10,828-95.7% |