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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 | $9,408 | $87,546-89.3% | $75,784-87.6% | $125,389-92.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -14.33% | 13.49%-27.8pp | 9.68%-24.0pp | 282.24%-296.6pp |
| Employer contribution / active EE | $855 | $3,930-78.3% | $3,323-74.3% | $4,866-82.4% |
| Participant deferral / active EE | $1,282 | $4,230-69.7% | $3,652-64.9% | $5,352-76.1% |
| Admin fee / account holder | $860 | $6,503-86.8% | $5,300-83.8% | $9,541-91.0% |