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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 | $9,155 | $71,873-87.3% | $86,698-89.4% | $68,490-86.6% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.1pp | 67.9%-6.4pp |
| Annual return | -22.49% | 3.54%-26.0pp | 35.96%-58.5pp | -7.85%-14.6pp |
| Employer contribution / active EE | $852 | $2,173-60.8% | $2,837-70.0% | $2,597-67.2% |
| Participant deferral / active EE | $2,349 | $3,779-37.9% | $4,656-49.6% | $4,028-41.7% |
| Admin fee / account holder | $794 | $6,110-87.0% | $7,492-89.4% | $5,403-85.3% |