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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 | $11,282 | $84,518-86.7% | $67,704-83.3% | $125,389-91.0% |
| Participation rate | 60.0% | 74.8%-14.8pp | 67.5%-7.5pp | 83.2%-23.2pp |
| Annual return | -4.36% | 2.57%-6.9pp | 25.41%-29.8pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,050 | $3,292-68.1% | $2,559-59.0% | $4,866-78.4% |
| Participant deferral / active EE | $3,472 | $4,430-21.6% | $3,585-3.2% | $5,352-35.1% |
| Admin fee / account holder | $2,033 | $5,340-61.9% | $4,255-52.2% | $9,541-78.7% |