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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 | $7,588 | $85,790-91.2% | $67,313-88.7% | $135,380-94.4% |
| Participation rate | 52.9% | 76.5%-23.5pp | 69.1%-16.1pp | 82.6%-29.7pp |
| Annual return | -10.02% | -0.54%-9.5pp | -4.08%-5.9pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,357 | $3,487-61.1% | $2,566-47.1% | $4,779-71.6% |
| Participant deferral / active EE | $1,695 | $4,651-63.6% | $3,568-52.5% | $5,609-69.8% |
| Admin fee / account holder | $666 | $6,392-89.6% | $4,507-85.2% | $10,828-93.8% |