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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 | $11,925 | $85,171-86.0% | $172,752-93.1% | $72,975-83.7% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | -0.36% | 27.32%-27.7pp | 802.97%-803.3pp | 81.01%-81.4pp |
| Employer contribution / active EE | $981 | $3,324-70.5% | $5,144-80.9% | $2,440-59.8% |
| Participant deferral / active EE | $1,532 | $3,260-53.0% | $5,198-70.5% | $3,608-57.5% |
| Admin fee / account holder | $1,594 | $5,880-72.9% | $13,955-88.6% | $5,124-68.9% |