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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 | $6,664 | $127,386-94.8% | $115,037-94.2% | $125,388-94.7% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -11.34% | 31.28%-42.6pp | 26.14%-37.5pp | 282.24%-293.6pp |
| Employer contribution / active EE | $1,309 | $5,166-74.7% | $4,608-71.6% | $4,866-73.1% |
| Participant deferral / active EE | $2,018 | $6,423-68.6% | $6,026-66.5% | $5,352-62.3% |
| Admin fee / account holder | $859 | $9,516-91.0% | $8,175-89.5% | $9,541-91.0% |