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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 | $7,215 | $73,848-90.2% | $143,799-95.0% | $68,486-89.5% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -20.38% | 0.91%-21.3pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $818 | $3,184-74.3% | $4,952-83.5% | $2,597-68.5% |
| Participant deferral / active EE | $3,286 | $3,385-2.9% | $5,638-41.7% | $4,028-18.4% |
| Admin fee / account holder | $612 | $5,755-89.4% | $14,677-95.8% | $5,404-88.7% |