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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 | $8,463 | $62,592-86.5% | $85,709-90.1% | $85,847-90.1% |
| Participation rate | 34.1% | 61.1%-27.0pp | 69.9%-35.7pp | 69.3%-35.2pp |
| Annual return | -7.07% | 23.77%-30.8pp | 21.49%-28.6pp | 318.61%-325.7pp |
| Employer contribution / active EE | $439 | $1,755-75.0% | $2,619-83.2% | $2,565-82.9% |
| Participant deferral / active EE | $1,816 | $2,802-35.2% | $3,924-53.7% | $3,952-54.1% |
| Admin fee / account holder | $1,439 | $4,643-69.0% | $6,876-79.1% | $6,261-77.0% |