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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 | $6,212 | $54,380-88.6% | $68,509-90.9% | $59,632-89.6% |
| Participation rate | 64.3% | 70.2%-5.9pp | 74.7%-10.4pp | 68.7%-4.4pp |
| Annual return | -17.71% | 2.83%-20.5pp | 8.27%-26.0pp | 2041.32%-2059.0pp |
| Employer contribution / active EE | $1,047 | $1,539-32.0% | $2,278-54.1% | $2,203-52.5% |
| Participant deferral / active EE | $2,072 | $2,643-21.6% | $3,382-38.7% | $3,192-35.1% |
| Admin fee / account holder | $442 | $3,885-88.6% | $5,275-91.6% | $4,297-89.7% |