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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 | $8,073 | $63,442-87.3% | $68,794-88.3% | $66,930-87.9% |
| Participation rate | 26.9% | 60.0%-33.0pp | 69.0%-42.1pp | 69.8%-42.9pp |
| Annual return | -30.42% | -8.29%-22.1pp | -6.37%-24.0pp | 1.57%-32.0pp |
| Employer contribution / active EE | $740 | $1,775-58.3% | $2,656-72.1% | $2,545-70.9% |
| Participant deferral / active EE | $1,275 | $2,945-56.7% | $3,941-67.7% | $4,238-69.9% |
| Admin fee / account holder | $391 | $577-32.3% | $4,934-92.1% | $593-34.1% |