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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 | $9,122 | $61,660-85.2% | $80,022-88.6% | $64,173-85.8% |
| Participation rate | 61.8% | 71.7%-9.9pp | 75.8%-14.0pp | 69.6%-7.8pp |
| Annual return | -8.74% | -0.33%-8.4pp | 11.22%-20.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $462 | $1,810-74.5% | $2,468-81.3% | $2,381-80.6% |
| Participant deferral / active EE | $1,312 | $2,968-55.8% | $3,686-64.4% | $3,470-62.2% |
| Admin fee / account holder | $1,479 | $5,417-72.7% | $6,521-77.3% | $4,887-69.7% |