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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 | $19,124 | $211,946-91.0% | $169,452-88.7% | $135,380-85.9% |
| Participation rate | 43.8% | 82.6%-38.9pp | 77.8%-34.0pp | 82.6%-38.9pp |
| Annual return | -9.28% | 3.26%-12.5pp | 1.83%-11.1pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,164 | $5,117-77.3% | $4,157-72.0% | $4,779-75.6% |
| Participant deferral / active EE | $3,078 | $6,075-49.3% | $5,277-41.7% | $5,609-45.1% |
| Admin fee / account holder | $1,945 | $11,472-83.0% | $9,110-78.6% | $10,828-82.0% |