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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 | $9,252 | $71,872-87.1% | $86,691-89.3% | $68,495-86.5% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -18.97% | 3.53%-22.5pp | 35.94%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,233 | $2,173-43.3% | $2,837-56.5% | $2,596-52.5% |
| Participant deferral / active EE | $2,049 | $3,779-45.8% | $4,656-56.0% | $4,028-49.1% |
| Admin fee / account holder | $826 | $6,112-86.5% | $7,492-89.0% | $5,403-84.7% |