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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 | $8,311 | $78,690-89.4% | $161,489-94.9% | $87,485-90.5% |
| Participation rate | 56.6% | 67.5%-10.9pp | 78.7%-22.1pp | 68.9%-12.3pp |
| Annual return | -4.45% | 32.74%-37.2pp | 89.72%-94.2pp | 26.06%-30.5pp |
| Employer contribution / active EE | $770 | $2,588-70.3% | $4,268-82.0% | $2,596-70.4% |
| Participant deferral / active EE | $1,509 | $3,311-54.4% | $5,630-73.2% | $4,274-64.7% |
| Admin fee / account holder | $2,402 | $6,724-64.3% | $16,006-85.0% | $7,775-69.1% |