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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 | $9,920 | $99,345-90.0% | $84,753-88.3% | $273,972-96.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | -3.18% | 22.93%-26.1pp | 22.78%-26.0pp | 41.46%-44.6pp |
| Employer contribution / active EE | $900 | $4,214-78.7% | $3,574-74.8% | $4,869-81.5% |
| Participant deferral / active EE | $2,622 | $4,270-38.6% | $3,712-29.4% | $5,287-50.4% |
| Admin fee / account holder | $1,864 | $6,645-72.0% | $5,333-65.0% | $10,133-81.6% |