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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 | $7,963 | $62,583-87.3% | $76,767-89.6% | $64,173-87.6% |
| Participation rate | 60.8% | 72.8%-12.0pp | 77.0%-16.2pp | 69.6%-8.8pp |
| Annual return | -12.86% | -1.95%-10.9pp | 2.43%-15.3pp | 7.63%-20.5pp |
| Employer contribution / active EE | $778 | $1,832-57.6% | $2,485-68.7% | $2,381-67.3% |
| Participant deferral / active EE | $1,814 | $3,145-42.3% | $3,852-52.9% | $3,470-47.7% |
| Admin fee / account holder | $519 | $4,667-88.9% | $6,675-92.2% | $4,887-89.4% |