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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 | $6,423 | $215,361-97.0% | $171,082-96.2% | $273,972-97.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | -1.65% | 25.14%-26.8pp | 32.56%-34.2pp | 41.46%-43.1pp |
| Employer contribution / active EE | $732 | $4,967-85.3% | $4,002-81.7% | $4,869-85.0% |
| Participant deferral / active EE | $767 | $5,543-86.2% | $4,797-84.0% | $5,287-85.5% |
| Admin fee / account holder | $1,514 | $10,846-86.0% | $8,520-82.2% | $10,133-85.1% |