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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 | $6,521 | $62,586-89.6% | $76,766-91.5% | $64,181-89.8% |
| Participation rate | 53.3% | 72.8%-19.5pp | 77.0%-23.6pp | 69.6%-16.2pp |
| Annual return | -9.95% | -1.95%-8.0pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $426 | $1,832-76.7% | $2,485-82.8% | $2,381-82.1% |
| Participant deferral / active EE | $2,392 | $3,145-23.9% | $3,851-37.9% | $3,470-31.1% |
| Admin fee / account holder | $1,045 | $4,667-77.6% | $6,675-84.3% | $4,887-78.6% |