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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 | $8,479 | $43,338-80.4% | $59,887-85.8% | $64,173-86.8% |
| Participation rate | 67.9% | 69.2%-1.3pp | 74.7%-6.8pp | 69.6%-1.7pp |
| Annual return | -8.90% | -1.55%-7.4pp | 3.46%-12.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $648 | $2,030-68.1% | $2,722-76.2% | $2,381-72.8% |
| Participant deferral / active EE | $1,866 | $2,547-26.8% | $3,402-45.2% | $3,470-46.2% |
| Admin fee / account holder | $1,007 | $3,007-66.5% | $3,591-72.0% | $4,887-79.4% |