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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 | $6,013 | $50,947-88.2% | $74,551-91.9% | $64,173-90.6% |
| Participation rate | 59.4% | 61.1%-1.7pp | 69.1%-9.8pp | 69.6%-10.2pp |
| Annual return | -11.35% | -1.85%-9.5pp | 32.53%-43.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,197 | $1,115+7.4% | $1,961-38.9% | $2,381-49.7% |
| Participant deferral / active EE | $1,618 | $2,302-29.7% | $3,108-47.9% | $3,470-53.4% |
| Admin fee / account holder | $1,321 | $4,221-68.7% | $5,059-73.9% | $4,887-73.0% |