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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 | $8,143 | $73,848-89.0% | $143,799-94.3% | $68,486-88.1% |
| Participation rate | 38.1% | 66.7%-28.6pp | 80.3%-42.2pp | 67.9%-29.8pp |
| Annual return | -23.17% | 0.91%-24.1pp | -0.04%-23.1pp | -7.85%-15.3pp |
| Employer contribution / active EE | $523 | $3,184-83.6% | $4,952-89.4% | $2,597-79.9% |
| Participant deferral / active EE | $1,729 | $3,385-48.9% | $5,638-69.3% | $4,028-57.1% |
| Admin fee / account holder | $1,456 | $5,755-74.7% | $14,677-90.1% | $5,404-73.1% |