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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 | $6,711 | $58,577-88.5% | $83,323-91.9% | $64,181-89.5% |
| Participation rate | 63.6% | 72.0%-8.4pp | 77.8%-14.1pp | 69.6%-5.9pp |
| Annual return | -17.96% | 9.65%-27.6pp | 10.63%-28.6pp | 7.63%-25.6pp |
| Employer contribution / active EE | $568 | $2,098-72.9% | $3,379-83.2% | $2,381-76.1% |
| Participant deferral / active EE | $2,400 | $4,654-48.4% | $5,565-56.9% | $3,470-30.8% |
| Admin fee / account holder | $372 | $9,275-96.0% | $7,539-95.1% | $4,887-92.4% |