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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 | $6,717 | $38,595-82.6% | $80,004-91.6% | $52,331-87.2% |
| Participation rate | 37.4% | 64.5%-27.1pp | 73.0%-35.6pp | 68.1%-30.7pp |
| Annual return | -7.14% | 2.04%-9.2pp | 7.63%-14.8pp | 4.54%-11.7pp |
| Employer contribution / active EE | $476 | $1,133-58.0% | $2,473-80.7% | $1,882-74.7% |
| Participant deferral / active EE | $1,670 | $2,318-28.0% | $3,204-47.9% | $3,022-44.7% |
| Admin fee / account holder | $347 | $304+14.0% | $5,033-93.1% | $592-41.4% |