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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 | $6,986 | $40,275-82.7% | $57,356-87.8% | $59,633-88.3% |
| Participation rate | 42.9% | 69.1%-26.3pp | 75.1%-32.2pp | 68.7%-25.8pp |
| Annual return | -5.86% | 27.52%-33.4pp | 24.41%-30.3pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $935 | $1,921-51.4% | $2,689-65.2% | $2,203-57.6% |
| Participant deferral / active EE | $1,435 | $2,400-40.2% | $3,162-54.6% | $3,192-55.1% |
| Admin fee / account holder | $1,259 | $2,820-55.4% | $3,357-62.5% | $4,297-70.7% |