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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 | $7,724 | $73,848-89.5% | $143,799-94.6% | $68,486-88.7% |
| Participation rate | 41.7% | 66.7%-25.0pp | 80.3%-38.6pp | 67.9%-26.2pp |
| Annual return | -26.02% | 0.91%-26.9pp | -0.04%-26.0pp | -7.85%-18.2pp |
| Employer contribution / active EE | $777 | $3,184-75.6% | $4,952-84.3% | $2,597-70.1% |
| Participant deferral / active EE | $2,081 | $3,385-38.5% | $5,638-63.1% | $4,028-48.3% |
| Admin fee / account holder | $952 | $5,755-83.5% | $14,677-93.5% | $5,404-82.4% |