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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 | $115,225-91.2% | $100,712-89.9% | $138,895-92.7% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | -0.53% | 40.35%-40.9pp | 33.27%-33.8pp | 145.39%-145.9pp |
| Employer contribution / active EE | $523 | $2,771-81.1% | $2,313-77.4% | $4,194-87.5% |
| Participant deferral / active EE | $1,903 | $4,699-59.5% | $4,085-53.4% | $6,396-70.2% |
| Admin fee / account holder | $1,842 | $10,844-83.0% | $9,256-80.1% | $12,562-85.3% |