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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 | $7,109 | $54,380-86.9% | $68,509-89.6% | $59,633-88.1% |
| Participation rate | 63.1% | 70.2%-7.1pp | 74.7%-11.7pp | 68.7%-5.6pp |
| Annual return | -11.55% | 2.83%-14.4pp | 8.27%-19.8pp | 2041.45%-2053.0pp |
| Employer contribution / active EE | $794 | $1,539-48.4% | $2,278-65.1% | $2,203-63.9% |
| Participant deferral / active EE | $1,205 | $2,643-54.4% | $3,382-64.4% | $3,192-62.2% |
| Admin fee / account holder | $724 | $3,885-81.4% | $5,275-86.3% | $4,297-83.2% |