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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 | $11,599 | $48,078-75.9% | $78,676-85.3% | $62,881-81.6% |
| Participation rate | 45.8% | 65.2%-19.4pp | 73.6%-27.7pp | 69.3%-23.5pp |
| Annual return | -3.81% | 31.36%-35.2pp | 62.19%-66.0pp | 20.14%-24.0pp |
| Employer contribution / active EE | $427 | $2,015-78.8% | $2,850-85.0% | $2,281-81.3% |
| Participant deferral / active EE | $1,020 | $2,587-60.6% | $3,517-71.0% | $3,203-68.2% |
| Admin fee / account holder | $1,260 | $3,206-60.7% | $4,510-72.1% | $4,296-70.7% |