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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 | $11,844 | $48,078-75.4% | $78,676-84.9% | $62,881-81.2% |
| Participation rate | 48.9% | 65.2%-16.3pp | 73.6%-24.7pp | 69.3%-20.4pp |
| Annual return | -3.33% | 31.36%-34.7pp | 62.19%-65.5pp | 20.14%-23.5pp |
| Employer contribution / active EE | $659 | $2,015-67.3% | $2,850-76.9% | $2,281-71.1% |
| Participant deferral / active EE | $1,284 | $2,587-50.4% | $3,517-63.5% | $3,203-59.9% |
| Admin fee / account holder | $929 | $3,206-71.0% | $4,510-79.4% | $4,296-78.4% |