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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 | $8,583 | $39,245-78.1% | $64,105-86.6% | $52,331-83.6% |
| Participation rate | 68.1% | 58.2%+9.9pp | 68.2%-0.1pp | 68.1%0pp |
| Annual return | -2.55% | 14.79%-17.3pp | 791.24%-793.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $1,278 | $736+73.6% | $1,820-29.8% | $1,882-32.1% |
| Participant deferral / active EE | $1,743 | $1,992-12.5% | $2,822-38.2% | $3,022-42.3% |
| Admin fee / account holder | $663 | $592+12.0% | $4,499-85.3% | $592+12.1% |