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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 | $13,524 | $52,678-74.3% | $75,784-82.2% | $59,633-77.3% |
| Participation rate | 9.7% | 67.2%-57.5pp | 75.8%-66.1pp | 68.7%-59.0pp |
| Annual return | -4.40% | 2.95%-7.4pp | 9.68%-14.1pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $617 | $2,193-71.9% | $3,323-81.4% | $2,203-72.0% |
| Participant deferral / active EE | $2,167 | $2,591-16.4% | $3,652-40.7% | $3,192-32.1% |
| Admin fee / account holder | $1,162 | $3,610-67.8% | $5,300-78.1% | $4,297-73.0% |