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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 | $7,478 | $73,848-89.9% | $143,799-94.8% | $68,486-89.1% |
| Participation rate | 23.5% | 66.7%-43.1pp | 80.3%-56.8pp | 67.9%-44.4pp |
| Annual return | -41.79% | 0.91%-42.7pp | -0.04%-41.7pp | -7.85%-33.9pp |
| Employer contribution / active EE | $558 | $3,184-82.5% | $4,952-88.7% | $2,597-78.5% |
| Participant deferral / active EE | $1,008 | $3,385-70.2% | $5,638-82.1% | $4,028-75.0% |
| Admin fee / account holder | $741 | $5,755-87.1% | $14,677-94.9% | $5,404-86.3% |