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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 | $16,063 | $65,703-75.6% | $94,228-83.0% | $59,633-73.1% |
| Participation rate | 57.5% | 72.1%-14.6pp | 78.8%-21.2pp | 68.7%-11.1pp |
| Annual return | -6.56% | 5.22%-11.8pp | 10.68%-17.2pp | 2041.40%-2048.0pp |
| Employer contribution / active EE | $1,242 | $2,021-38.5% | $3,587-65.4% | $2,203-43.6% |
| Participant deferral / active EE | $2,580 | $3,143-17.9% | $4,320-40.3% | $3,192-19.2% |
| Admin fee / account holder | $638 | $4,264-85.0% | $6,269-89.8% | $4,297-85.2% |