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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 | $9,422 | $73,863-87.2% | $143,797-93.4% | $68,490-86.2% |
| Participation rate | 37.1% | 66.7%-29.5pp | 80.3%-43.2pp | 67.9%-30.8pp |
| Annual return | -22.95% | 0.91%-23.9pp | -0.04%-22.9pp | -7.85%-15.1pp |
| Employer contribution / active EE | $487 | $3,185-84.7% | $4,952-90.2% | $2,597-81.2% |
| Participant deferral / active EE | $1,376 | $3,385-59.4% | $5,638-75.6% | $4,028-65.8% |
| Admin fee / account holder | $556 | $5,756-90.3% | $14,679-96.2% | $5,403-89.7% |