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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 | $10,660 | $215,361-95.1% | $171,082-93.8% | $273,972-96.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | -1.12% | 25.14%-26.3pp | 32.56%-33.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $806 | $4,967-83.8% | $4,002-79.9% | $4,869-83.5% |
| Participant deferral / active EE | $1,388 | $5,543-75.0% | $4,797-71.1% | $5,287-73.7% |
| Admin fee / account holder | $5,911 | $10,846-45.5% | $8,520-30.6% | $10,133-41.7% |