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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 | $8,715 | $43,333-79.9% | $59,883-85.4% | $64,181-86.4% |
| Participation rate | 61.7% | 69.2%-7.5pp | 74.7%-13.0pp | 69.6%-7.9pp |
| Annual return | -8.07% | -1.55%-6.5pp | 3.46%-11.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,249 | $2,547-51.0% | $3,402-63.3% | $3,470-64.0% |
| Admin fee / account holder | $1,275 | $3,006-57.6% | $3,591-64.5% | $4,887-73.9% |