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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 | $8,328 | $83,908-90.1% | $68,509-87.8% | $125,389-93.4% |
| Participation rate | 23.5% | 78.2%-54.6pp | 74.7%-51.2pp | 83.2%-59.7pp |
| Annual return | -5.39% | 14.48%-19.9pp | 8.27%-13.7pp | 282.24%-287.6pp |
| Employer contribution / active EE | $770 | $3,031-74.6% | $2,278-66.2% | $4,866-84.2% |
| Participant deferral / active EE | $1,281 | $4,125-68.9% | $3,382-62.1% | $5,352-76.1% |
| Admin fee / account holder | $4,151 | $8,982-53.8% | $5,275-21.3% | $9,541-56.5% |