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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 | $9,652 | $53,596-82.0% | $90,657-89.4% | $64,173-85.0% |
| Participation rate | 47.9% | 64.5%-16.6pp | 74.0%-26.1pp | 69.6%-21.7pp |
| Annual return | -8.35% | 4.41%-12.8pp | 1.89%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $839 | $1,503-44.2% | $2,532-66.8% | $2,381-64.7% |
| Participant deferral / active EE | $951 | $2,459-61.3% | $3,424-72.2% | $3,470-72.6% |
| Admin fee / account holder | $2,126 | $3,868-45.0% | $4,994-57.4% | $4,887-56.5% |