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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 | $9,371 | $88,707-89.4% | $74,184-87.4% | $273,972-96.6% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.6%-31.2pp | 83.0%-37.6pp |
| Annual return | -5.08% | 11.94%-17.0pp | 17.74%-22.8pp | 41.46%-46.5pp |
| Employer contribution / active EE | $731 | $3,159-76.9% | $2,370-69.1% | $4,869-85.0% |
| Participant deferral / active EE | $1,408 | $4,212-66.6% | $3,550-60.3% | $5,287-73.4% |
| Admin fee / account holder | $1,636 | $8,717-81.2% | $5,586-70.7% | $10,133-83.9% |