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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 | $8,190 | $99,032-91.7% | $80,022-89.8% | $135,380-94.0% |
| Participation rate | 39.1% | 78.4%-39.2pp | 75.8%-36.7pp | 82.6%-43.5pp |
| Annual return | -8.95% | 15.39%-24.3pp | 11.22%-20.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $699 | $3,043-77.0% | $2,468-71.7% | $4,779-85.4% |
| Participant deferral / active EE | $2,964 | $4,282-30.8% | $3,686-19.6% | $5,609-47.2% |
| Admin fee / account holder | $988 | $10,436-90.5% | $6,521-84.8% | $10,828-90.9% |