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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 | $7,924 | $99,345-92.0% | $84,753-90.6% | $273,972-97.1% |
| Participation rate | 56.3% | 80.7%-24.4pp | 76.6%-20.3pp | 83.0%-26.8pp |
| Annual return | -22.42% | 22.93%-45.3pp | 22.78%-45.2pp | 41.46%-63.9pp |
| Employer contribution / active EE | $937 | $4,214-77.8% | $3,574-73.8% | $4,869-80.8% |
| Participant deferral / active EE | $2,154 | $4,270-49.5% | $3,712-42.0% | $5,287-59.3% |
| Admin fee / account holder | $1,488 | $6,645-77.6% | $5,333-72.1% | $10,133-85.3% |