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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 | $6,834 | $49,280-86.1% | $67,313-89.8% | $64,173-89.4% |
| Participation rate | 23.1% | 60.8%-37.7pp | 69.1%-46.0pp | 69.6%-46.5pp |
| Annual return | -18.26% | -1.39%-16.9pp | -4.08%-14.2pp | 7.63%-25.9pp |
| Employer contribution / active EE | $582 | $1,668-65.1% | $2,566-77.3% | $2,381-75.6% |
| Participant deferral / active EE | $1,376 | $2,484-44.6% | $3,568-61.4% | $3,470-60.4% |
| Admin fee / account holder | $5,812 | $3,863+50.5% | $4,507+29.0% | $4,887+18.9% |