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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 | $6,930 | $54,726-87.3% | $68,793-89.9% | $64,181-89.2% |
| Participation rate | 56.8% | 68.0%-11.2pp | 72.2%-15.4pp | 69.6%-12.8pp |
| Annual return | -13.69% | -1.62%-12.1pp | -4.63%-9.1pp | 7.63%-21.3pp |
| Employer contribution / active EE | $1,490 | $1,846-19.3% | $2,625-43.2% | $2,381-37.4% |
| Participant deferral / active EE | $2,154 | $2,626-18.0% | $3,311-35.0% | $3,470-37.9% |
| Admin fee / account holder | $603 | $4,027-85.0% | $5,131-88.2% | $4,887-87.7% |