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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 | $8,560 | $105,623-91.9% | $87,502-90.2% | $273,972-96.9% |
| Participation rate | 22.2% | 78.2%-56.0pp | 73.8%-51.6pp | 83.0%-60.8pp |
| Annual return | -6.64% | 12.26%-18.9pp | 12.21%-18.9pp | 41.46%-48.1pp |
| Employer contribution / active EE | $392 | $3,141-87.5% | $2,550-84.6% | $4,869-91.9% |
| Participant deferral / active EE | $1,293 | $3,601-64.1% | $3,149-58.9% | $5,287-75.5% |
| Admin fee / account holder | $448 | $4,781-90.6% | $4,221-89.4% | $10,133-95.6% |