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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 | $3,285 | $50,947-93.6% | $74,551-95.6% | $64,173-94.9% |
| Participation rate | 61.0% | 61.1%0pp | 69.1%-8.1pp | 69.6%-8.6pp |
| Annual return | -10.97% | -1.85%-9.1pp | 32.53%-43.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $788 | $1,115-29.3% | $1,961-59.8% | $2,381-66.9% |
| Participant deferral / active EE | $1,301 | $2,302-43.5% | $3,108-58.1% | $3,470-62.5% |
| Admin fee / account holder | $609 | $4,221-85.6% | $5,059-88.0% | $4,887-87.5% |