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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 | $7,873 | $103,949-92.4% | $69,182-88.6% | $273,972-97.1% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | -1.11% | 35.28%-36.4pp | -21.93%+20.8pp | 41.46%-42.6pp |
| Employer contribution / active EE | $286 | $1,783-83.9% | $1,206-76.3% | $4,869-94.1% |
| Participant deferral / active EE | $451 | $2,716-83.4% | $1,897-76.2% | $5,287-91.5% |
| Admin fee / account holder | $1,202 | $3,671-67.3% | $2,697-55.4% | $10,133-88.1% |