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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 | $9,639 | $93,064-89.6% | $74,577-87.1% | $273,972-96.5% |
| Participation rate | 37.5% | 74.9%-37.4pp | 68.1%-30.6pp | 83.0%-45.5pp |
| Annual return | -12.58% | 26.18%-38.8pp | 20.47%-33.0pp | 41.46%-54.0pp |
| Employer contribution / active EE | $1,108 | $3,160-64.9% | $2,525-56.1% | $4,869-77.2% |
| Participant deferral / active EE | $2,493 | $4,160-40.1% | $3,458-27.9% | $5,287-52.9% |
| Admin fee / account holder | $942 | $5,273-82.1% | $4,138-77.2% | $10,133-90.7% |