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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 | $7,370 | $49,280-85.0% | $67,313-89.1% | $64,173-88.5% |
| Participation rate | 37.5% | 60.8%-23.3pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -9.50% | -1.39%-8.1pp | -4.08%-5.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $317 | $1,668-81.0% | $2,566-87.7% | $2,381-86.7% |
| Participant deferral / active EE | $972 | $2,484-60.9% | $3,568-72.8% | $3,470-72.0% |
| Admin fee / account holder | $1,306 | $3,863-66.2% | $4,507-71.0% | $4,887-73.3% |