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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 | $8,210 | $64,716-87.3% | $112,258-92.7% | $68,495-88.0% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -20.57% | -11.40%-9.2pp | 27.47%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,122 | $3,565+43.7% | $4,728+8.3% | $4,028+27.2% |
| Admin fee / account holder | $824 | $5,232-84.3% | $6,411-87.2% | $5,403-84.8% |