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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 | $11,816 | $62,583-81.1% | $76,767-84.6% | $64,173-81.6% |
| Participation rate | 54.7% | 72.8%-18.2pp | 77.0%-22.3pp | 69.6%-14.9pp |
| Annual return | -8.06% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $702 | $1,832-61.7% | $2,485-71.8% | $2,381-70.5% |
| Participant deferral / active EE | $1,775 | $3,145-43.6% | $3,852-53.9% | $3,470-48.8% |
| Admin fee / account holder | $2,234 | $4,667-52.1% | $6,675-66.5% | $4,887-54.3% |