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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 | $10,799 | $97,881-89.0% | $80,004-86.5% | $125,388-91.4% |
| Participation rate | 36.4% | 77.9%-41.5pp | 73.0%-36.6pp | 83.2%-46.8pp |
| Annual return | -4.02% | 9.36%-13.4pp | 7.63%-11.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $386 | $3,128-87.6% | $2,473-84.4% | $4,866-92.1% |
| Participant deferral / active EE | $541 | $3,744-85.6% | $3,204-83.1% | $5,352-89.9% |
| Admin fee / account holder | $884 | $6,278-85.9% | $5,033-82.4% | $9,541-90.7% |