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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 | $8,514 | $54,162-84.3% | $68,612-87.6% | $64,173-86.7% |
| Participation rate | 43.8% | 68.1%-24.3pp | 72.2%-28.5pp | 69.6%-25.8pp |
| Annual return | -9.05% | -1.62%-7.4pp | -4.63%-4.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $582 | $1,846-68.5% | $2,625-77.8% | $2,381-75.6% |
| Participant deferral / active EE | $1,164 | $2,626-55.7% | $3,311-64.9% | $3,470-66.5% |
| Admin fee / account holder | $993 | $4,029-75.3% | $5,131-80.6% | $4,887-79.7% |