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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 | $5,832 | $52,678-88.9% | $75,784-92.3% | $59,633-90.2% |
| Participation rate | 61.0% | 67.2%-6.2pp | 75.8%-14.8pp | 68.7%-7.7pp |
| Annual return | -9.46% | 2.95%-12.4pp | 9.68%-19.1pp | 2041.45%-2050.9pp |
| Employer contribution / active EE | $6,670 | $2,193+204.1% | $3,323+100.7% | $2,203+202.8% |
| Participant deferral / active EE | $1,216 | $2,591-53.1% | $3,652-66.7% | $3,192-61.9% |
| Admin fee / account holder | $2,388 | $3,610-33.9% | $5,300-54.9% | $4,297-44.4% |