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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 | $8,218 | $77,816-89.4% | $123,549-93.3% | $64,181-87.2% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -8.92% | 12.49%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,133 | $3,014-62.4% | $4,628-75.5% | $2,381-52.4% |
| Participant deferral / active EE | $2,243 | $5,240-57.2% | $6,426-65.1% | $3,470-35.3% |
| Admin fee / account holder | $841 | $5,519-84.8% | $9,284-90.9% | $4,887-82.8% |