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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 | $8,138 | $73,863-89.0% | $143,797-94.3% | $68,490-88.1% |
| Participation rate | 43.2% | 66.7%-23.4pp | 80.3%-37.1pp | 67.9%-24.7pp |
| Annual return | -19.66% | 0.91%-20.6pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $745 | $3,185-76.6% | $4,952-85.0% | $2,597-71.3% |
| Participant deferral / active EE | $1,210 | $3,385-64.3% | $5,638-78.5% | $4,028-70.0% |
| Admin fee / account holder | $345 | $5,756-94.0% | $14,679-97.7% | $5,403-93.6% |