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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 | $8,174 | $57,352-85.7% | $83,830-90.2% | $64,173-87.3% |
| Participation rate | 66.0% | 68.6%-2.6pp | 76.1%-10.1pp | 69.6%-3.5pp |
| Annual return | -9.06% | 11.38%-20.4pp | 850.97%-860.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $913 | $2,546-64.1% | $3,631-74.8% | $2,381-61.6% |
| Participant deferral / active EE | $1,502 | $2,993-49.8% | $4,082-63.2% | $3,470-56.7% |
| Admin fee / account holder | $396 | $4,046-90.2% | $5,479-92.8% | $4,887-91.9% |