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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 | $6,853 | $50,947-86.5% | $74,551-90.8% | $64,173-89.3% |
| Participation rate | 38.6% | 61.1%-22.5pp | 69.1%-30.6pp | 69.6%-31.0pp |
| Annual return | -11.36% | -1.85%-9.5pp | 32.53%-43.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $523 | $1,115-53.1% | $1,961-73.3% | $2,381-78.0% |
| Participant deferral / active EE | $1,202 | $2,302-47.8% | $3,108-61.3% | $3,470-65.4% |
| Admin fee / account holder | $776 | $4,221-81.6% | $5,059-84.7% | $4,887-84.1% |