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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 | $12,154 | $52,678-76.9% | $75,784-84.0% | $59,633-79.6% |
| Participation rate | 56.1% | 67.2%-11.1pp | 75.8%-19.7pp | 68.7%-12.6pp |
| Annual return | -5.46% | 2.95%-8.4pp | 9.68%-15.1pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $678 | $2,193-69.1% | $3,323-79.6% | $2,203-69.2% |
| Participant deferral / active EE | $3,358 | $2,591+29.6% | $3,652-8.0% | $3,192+5.2% |
| Admin fee / account holder | $927 | $3,610-74.3% | $5,300-82.5% | $4,297-78.4% |