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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 | $6,213 | $87,546-92.9% | $75,784-91.8% | $125,389-95.0% |
| Participation rate | 36.4% | 80.2%-43.8pp | 75.8%-39.5pp | 83.2%-46.8pp |
| Annual return | -8.54% | 13.49%-22.0pp | 9.68%-18.2pp | 282.24%-290.8pp |
| Employer contribution / active EE | $1,264 | $3,930-67.8% | $3,323-62.0% | $4,866-74.0% |
| Participant deferral / active EE | $1,515 | $4,230-64.2% | $3,652-58.5% | $5,352-71.7% |
| Admin fee / account holder | $900 | $6,503-86.2% | $5,300-83.0% | $9,541-90.6% |