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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 | $6,580 | $48,364-86.4% | $71,796-90.8% | $62,881-89.5% |
| Participation rate | 35.1% | 60.6%-25.5pp | 69.1%-34.0pp | 69.3%-34.2pp |
| Annual return | -5.25% | 13.16%-18.4pp | 78.04%-83.3pp | 20.14%-25.4pp |
| Employer contribution / active EE | $250 | $1,042-76.0% | $1,924-87.0% | $2,281-89.0% |
| Participant deferral / active EE | $1,564 | $2,091-25.2% | $2,794-44.0% | $3,203-51.2% |
| Admin fee / account holder | $944 | $3,771-75.0% | $4,815-80.4% | $4,296-78.0% |