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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 | $7,584 | $62,586-87.9% | $76,766-90.1% | $64,181-88.2% |
| Participation rate | 65.9% | 72.8%-6.9pp | 77.0%-11.1pp | 69.6%-3.7pp |
| Annual return | -8.66% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $938 | $1,832-48.8% | $2,485-62.3% | $2,381-60.6% |
| Participant deferral / active EE | $2,507 | $3,145-20.3% | $3,851-34.9% | $3,470-27.8% |
| Admin fee / account holder | $413 | $4,667-91.1% | $6,675-93.8% | $4,887-91.5% |