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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 | $6,842 | $54,380-87.4% | $68,509-90.0% | $59,633-88.5% |
| Participation rate | 57.0% | 70.2%-13.2pp | 74.7%-17.8pp | 68.7%-11.7pp |
| Annual return | -4.55% | 2.83%-7.4pp | 8.27%-12.8pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $916 | $1,539-40.5% | $2,278-59.8% | $2,203-58.4% |
| Participant deferral / active EE | $1,813 | $2,643-31.4% | $3,382-46.4% | $3,192-43.2% |
| Admin fee / account holder | $2,233 | $3,885-42.5% | $5,275-57.7% | $4,297-48.0% |