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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 | $7,031 | $96,052-92.7% | $118,106-94.0% | $87,485-92.0% |
| Participation rate | 50.0% | 77.0%-27.0pp | 81.9%-31.9pp | 68.9%-18.9pp |
| Annual return | -3.62% | 24.16%-27.8pp | 19.44%-23.1pp | 26.06%-29.7pp |
| Employer contribution / active EE | $1,078 | $3,939-72.6% | $4,698-77.1% | $2,596-58.5% |
| Participant deferral / active EE | $3,688 | $5,793-36.3% | $6,619-44.3% | $4,274-13.7% |
| Admin fee / account holder | $1,384 | $7,618-81.8% | $8,973-84.6% | $7,775-82.2% |