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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 | $2,898 | $51,638-94.4% | $129,406-97.8% | $80,959-96.4% |
| Participation rate | 58.6% | 56.9%+1.7pp | 69.6%-11.0pp | 67.7%-9.0pp |
| Annual return | -17.30% | 20.78%-38.1pp | 9468.18%-9485.5pp | 35.67%-53.0pp |
| Employer contribution / active EE | $440 | $1,584-72.2% | $4,155-89.4% | $2,757-84.1% |
| Participant deferral / active EE | $1,337 | $2,670-49.9% | $4,167-67.9% | $4,300-68.9% |
| Admin fee / account holder | $2,193 | $4,313-49.2% | $7,689-71.5% | $6,925-68.3% |