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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 | $9,746 | $113,941-91.4% | $94,228-89.7% | $125,388-92.2% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -4.41% | 5.29%-9.7pp | 10.68%-15.1pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,028 | $4,727-78.3% | $3,587-71.3% | $4,866-78.9% |
| Participant deferral / active EE | $1,541 | $5,179-70.3% | $4,320-64.3% | $5,352-71.2% |
| Admin fee / account holder | $5,146 | $8,392-38.7% | $6,269-17.9% | $9,541-46.1% |