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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 | $15,540 | $153,311-89.9% | $109,313-85.8% | $273,972-94.3% |
| Participation rate | 52.6% | 80.1%-27.5pp | 71.3%-18.6pp | 83.0%-30.4pp |
| Annual return | -1.85% | 29.86%-31.7pp | 22.07%-23.9pp | 41.46%-43.3pp |
| Employer contribution / active EE | $689 | $5,619-87.7% | $3,892-82.3% | $4,869-85.8% |
| Participant deferral / active EE | $2,348 | $3,932-40.3% | $3,166-25.8% | $5,287-55.6% |
| Admin fee / account holder | $1,348 | $8,076-83.3% | $5,666-76.2% | $10,133-86.7% |