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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 | $9,426 | $46,745-79.8% | $60,547-84.4% | $52,331-82.0% |
| Participation rate | 37.3% | 58.6%-21.3pp | 68.0%-30.7pp | 68.1%-30.8pp |
| Annual return | -3.68% | 0.61%-4.3pp | 335.64%-339.3pp | 4.54%-8.2pp |
| Employer contribution / active EE | $435 | $1,259-65.4% | $2,419-82.0% | $1,882-76.9% |
| Participant deferral / active EE | $823 | $2,145-61.6% | $3,328-75.3% | $3,022-72.8% |
| Admin fee / account holder | $1,127 | $537+109.9% | $4,536-75.2% | $592+90.5% |