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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 | $9,172 | $40,275-77.2% | $57,356-84.0% | $59,633-84.6% |
| Participation rate | 68.6% | 69.1%-0.6pp | 75.1%-6.5pp | 68.7%-0.1pp |
| Annual return | -2.92% | 27.52%-30.4pp | 24.41%-27.3pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $485 | $1,921-74.8% | $2,689-82.0% | $2,203-78.0% |
| Participant deferral / active EE | $689 | $2,400-71.3% | $3,162-78.2% | $3,192-78.4% |
| Admin fee / account holder | $330 | $2,820-88.3% | $3,357-90.2% | $4,297-92.3% |