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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 | $8,108 | $77,638-89.6% | $156,551-94.8% | $62,881-87.1% |
| Participation rate | 60.7% | 71.2%-10.5pp | 84.0%-23.3pp | 69.3%-8.6pp |
| Annual return | -9.50% | 50.33%-59.8pp | 32.23%-41.7pp | 20.14%-29.6pp |
| Employer contribution / active EE | $568 | $3,444-83.5% | $5,501-89.7% | $2,281-75.1% |
| Participant deferral / active EE | $1,262 | $3,046-58.5% | $4,871-74.1% | $3,203-60.6% |
| Admin fee / account holder | $576 | $5,561-89.6% | $13,028-95.6% | $4,296-86.6% |