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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 | $9,552 | $87,542-89.1% | $75,782-87.4% | $125,393-92.4% |
| Participation rate | 58.8% | 80.2%-21.3pp | 75.8%-17.0pp | 83.2%-24.4pp |
| Annual return | -7.51% | 13.48%-21.0pp | 9.68%-17.2pp | 282.23%-289.7pp |
| Employer contribution / active EE | $2,176 | $3,930-44.6% | $3,323-34.5% | $4,866-55.3% |
| Participant deferral / active EE | $3,254 | $4,229-23.1% | $3,652-10.9% | $5,351-39.2% |
| Admin fee / account holder | $456 | $6,502-93.0% | $5,300-91.4% | $9,541-95.2% |