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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 | $10,118 | $53,596-81.1% | $90,657-88.8% | $64,173-84.2% |
| Participation rate | 37.5% | 64.5%-27.0pp | 74.0%-36.5pp | 69.6%-32.1pp |
| Annual return | -12.22% | 4.41%-16.6pp | 1.89%-14.1pp | 7.63%-19.9pp |
| Employer contribution / active EE | $293 | $1,503-80.5% | $2,532-88.4% | $2,381-87.7% |
| Participant deferral / active EE | $1,370 | $2,459-44.3% | $3,424-60.0% | $3,470-60.5% |
| Admin fee / account holder | $301 | $3,868-92.2% | $4,994-94.0% | $4,887-93.8% |