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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 | $12,819 | $54,162-76.3% | $68,612-81.3% | $64,173-80.0% |
| Participation rate | 55.4% | 68.1%-12.7pp | 72.2%-16.9pp | 69.6%-14.2pp |
| Annual return | -9.80% | -1.62%-8.2pp | -4.63%-5.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,762 | $1,846-4.6% | $2,625-32.9% | $2,381-26.0% |
| Participant deferral / active EE | $1,426 | $2,626-45.7% | $3,311-56.9% | $3,470-58.9% |
| Admin fee / account holder | $1,118 | $4,029-72.2% | $5,131-78.2% | $4,887-77.1% |