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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 | $6,752 | $87,546-92.3% | $75,784-91.1% | $125,389-94.6% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -27.70% | 13.49%-41.2pp | 9.68%-37.4pp | 282.24%-309.9pp |
| Employer contribution / active EE | $878 | $3,930-77.7% | $3,323-73.6% | $4,866-82.0% |
| Participant deferral / active EE | $2,769 | $4,230-34.5% | $3,652-24.2% | $5,352-48.3% |
| Admin fee / account holder | $590 | $6,503-90.9% | $5,300-88.9% | $9,541-93.8% |