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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 | $10,148 | $123,155-91.8% | $108,753-90.7% | $155,188-93.5% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | -0.53% | 44.73%-45.3pp | 37.47%-38.0pp | 148.84%-149.4pp |
| Employer contribution / active EE | $523 | $2,811-81.4% | $2,427-78.5% | $4,248-87.7% |
| Participant deferral / active EE | $1,903 | $4,623-58.8% | $4,115-53.7% | $6,531-70.9% |
| Admin fee / account holder | $1,842 | $12,126-84.8% | $10,320-82.1% | $14,480-87.3% |