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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 | $7,659 | $40,275-81.0% | $57,356-86.6% | $59,633-87.2% |
| Participation rate | 65.5% | 69.1%-3.6pp | 75.1%-9.6pp | 68.7%-3.2pp |
| Annual return | -3.25% | 27.52%-30.8pp | 24.41%-27.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $507 | $1,921-73.6% | $2,689-81.2% | $2,203-77.0% |
| Participant deferral / active EE | $1,057 | $2,400-56.0% | $3,162-66.6% | $3,192-66.9% |
| Admin fee / account holder | $472 | $2,820-83.3% | $3,357-86.0% | $4,297-89.0% |