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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 | $8,179 | $75,832-89.2% | $147,617-94.5% | $59,633-86.3% |
| Participation rate | 64.3% | 71.6%-7.3pp | 84.6%-20.3pp | 68.7%-4.4pp |
| Annual return | -3.99% | 0.37%-4.4pp | 61.98%-66.0pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $767 | $3,485-78.0% | $5,564-86.2% | $2,203-65.2% |
| Participant deferral / active EE | $1,340 | $3,131-57.2% | $4,895-72.6% | $3,192-58.0% |
| Admin fee / account holder | $519 | $5,986-91.3% | $11,612-95.5% | $4,297-87.9% |