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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 | $8,474 | $47,944-82.3% | $67,834-87.5% | $62,881-86.5% |
| Participation rate | 28.6% | 61.1%-32.5pp | 68.8%-40.2pp | 69.3%-40.7pp |
| Annual return | -6.87% | 11.77%-18.6pp | 138.47%-145.3pp | 20.14%-27.0pp |
| Employer contribution / active EE | $374 | $1,562-76.1% | $2,403-84.4% | $2,281-83.6% |
| Participant deferral / active EE | $1,014 | $2,247-54.9% | $3,160-67.9% | $3,203-68.4% |
| Admin fee / account holder | $1,798 | $3,712-51.6% | $4,622-61.1% | $4,296-58.1% |