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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 | $12,009 | $72,177-83.4% | $115,038-89.6% | $59,633-79.9% |
| Participation rate | 61.0% | 72.6%-11.5pp | 81.4%-20.4pp | 68.7%-7.7pp |
| Annual return | -5.08% | 12.02%-17.1pp | 26.14%-31.2pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,432 | $2,841-49.6% | $4,608-68.9% | $2,203-35.0% |
| Participant deferral / active EE | $3,765 | $4,783-21.3% | $6,026-37.5% | $3,192+18.0% |
| Admin fee / account holder | $784 | $4,927-84.1% | $8,175-90.4% | $4,297-81.7% |