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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 | $9,020 | $62,589-85.6% | $76,768-88.3% | $64,173-85.9% |
| Participation rate | 67.7% | 72.8%-5.1pp | 77.0%-9.3pp | 69.6%-1.9pp |
| Annual return | -9.44% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $878 | $1,832-52.1% | $2,485-64.7% | $2,381-63.1% |
| Participant deferral / active EE | $2,066 | $3,145-34.3% | $3,852-46.4% | $3,470-40.5% |
| Admin fee / account holder | $2,896 | $4,667-38.0% | $6,675-56.6% | $4,887-40.8% |