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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 | $7,749 | $105,623-92.7% | $87,502-91.1% | $273,972-97.2% |
| Participation rate | 26.7% | 78.2%-51.5pp | 73.8%-47.2pp | 83.0%-56.3pp |
| Annual return | -4.55% | 12.26%-16.8pp | 12.21%-16.8pp | 41.46%-46.0pp |
| Employer contribution / active EE | $357 | $3,141-88.6% | $2,550-86.0% | $4,869-92.7% |
| Participant deferral / active EE | $1,569 | $3,601-56.4% | $3,149-50.2% | $5,287-70.3% |
| Admin fee / account holder | $1,986 | $4,781-58.5% | $4,221-52.9% | $10,133-80.4% |