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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 | $2,155 | $215,361-99.0% | $171,082-98.7% | $273,972-99.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | -2.78% | 25.14%-27.9pp | 32.56%-35.3pp | 41.46%-44.2pp |
| Employer contribution / active EE | $599 | $4,967-87.9% | $4,002-85.0% | $4,869-87.7% |
| Participant deferral / active EE | $899 | $5,543-83.8% | $4,797-81.3% | $5,287-83.0% |
| Admin fee / account holder | $720 | $10,846-93.4% | $8,520-91.6% | $10,133-92.9% |