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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 | $6,398 | $42,383-84.9% | $76,518-91.6% | $64,173-90.0% |
| Participation rate | 67.5% | 58.1%+9.4pp | 68.0%-0.5pp | 69.6%-2.1pp |
| Annual return | -16.25% | -16.54%+0.3pp | -0.27%-16.0pp | 7.63%-23.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,374 | $2,566-46.5% | $3,836-64.2% | $3,470-60.4% |
| Admin fee / account holder | $777 | $3,198-75.7% | $4,849-84.0% | $4,887-84.1% |