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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 | $9,614 | $56,484-83.0% | $169,452-94.3% | $64,173-85.0% |
| Participation rate | 58.1% | 64.5%-6.5pp | 77.8%-19.7pp | 69.6%-11.5pp |
| Annual return | -12.51% | -1.55%-11.0pp | 1.83%-14.3pp | 7.63%-20.1pp |
| Employer contribution / active EE | $831 | $1,832-54.7% | $4,157-80.0% | $2,381-65.1% |
| Participant deferral / active EE | $3,571 | $3,448+3.6% | $5,277-32.3% | $3,470+2.9% |
| Admin fee / account holder | $573 | $4,174-86.3% | $9,110-93.7% | $4,887-88.3% |