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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 | $9,636 | $73,839-86.9% | $143,788-93.3% | $68,495-85.9% |
| Participation rate | 43.8% | 66.7%-22.9pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -20.94% | 1.01%-22.0pp | -0.03%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,095 | $3,184-65.6% | $4,952-77.9% | $2,596-57.8% |
| Participant deferral / active EE | $1,154 | $3,384-65.9% | $5,638-79.5% | $4,028-71.3% |
| Admin fee / account holder | $982 | $5,755-82.9% | $14,675-93.3% | $5,403-81.8% |