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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 | $7,634 | $107,806-92.9% | $90,655-91.6% | $135,382-94.4% |
| Participation rate | 58.8% | 78.0%-19.2pp | 74.0%-15.2pp | 82.6%-23.8pp |
| Annual return | -10.95% | -0.90%-10.0pp | 1.89%-12.8pp | 519.77%-530.7pp |
| Employer contribution / active EE | $126 | $3,018-95.8% | $2,532-95.0% | $4,779-97.4% |
| Participant deferral / active EE | $2,090 | $3,872-46.0% | $3,425-39.0% | $5,609-62.7% |
| Admin fee / account holder | $440 | $5,931-92.6% | $4,994-91.2% | $10,829-95.9% |