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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 | $8,095 | $98,776-91.8% | $149,745-94.6% | $79,856-89.9% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.6%-35.0pp |
| Annual return | -0.66% | 27.38%-28.0pp | 276.72%-277.4pp | 31.71%-32.4pp |
| Employer contribution / active EE | $788 | $3,217-75.5% | $4,646-83.0% | $2,471-68.1% |
| Participant deferral / active EE | $3,119 | $5,681-45.1% | $6,843-54.4% | $3,741-16.6% |
| Admin fee / account holder | $4,914 | $6,053-18.8% | $9,312-47.2% | $5,306-7.4% |