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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 | $9,601 | $71,197-86.5% | $93,669-89.8% | $80,925-88.1% |
| Participation rate | 64.7% | 60.4%+4.3pp | 68.7%-4.0pp | 67.7%-3.0pp |
| Annual return | -2.26% | 11.27%-13.5pp | 133.59%-135.9pp | 35.65%-37.9pp |
| Employer contribution / active EE | $1,083 | $1,565-30.8% | $2,424-55.3% | $2,756-60.7% |
| Participant deferral / active EE | $1,376 | $4,036-65.9% | $4,416-68.8% | $4,299-68.0% |
| Admin fee / account holder | $841 | $6,959-87.9% | $8,291-89.9% | $6,940-87.9% |