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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 | $9,334 | $69,541-86.6% | $59,899-84.4% | $135,380-93.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -11.14% | 7.95%-19.1pp | 3.46%-14.6pp | 519.81%-530.9pp |
| Employer contribution / active EE | $873 | $3,236-73.0% | $2,723-67.9% | $4,779-81.7% |
| Participant deferral / active EE | $2,483 | $4,206-41.0% | $3,402-27.0% | $5,609-55.7% |
| Admin fee / account holder | $801 | $5,737-86.0% | $3,592-77.7% | $10,828-92.6% |