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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 | $9,353 | $73,848-87.3% | $143,799-93.5% | $68,486-86.3% |
| Participation rate | 32.5% | 66.7%-34.2pp | 80.3%-47.8pp | 67.9%-35.4pp |
| Annual return | -21.56% | 0.91%-22.5pp | -0.04%-21.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $547 | $3,184-82.8% | $4,952-89.0% | $2,597-78.9% |
| Participant deferral / active EE | $1,008 | $3,385-70.2% | $5,638-82.1% | $4,028-75.0% |
| Admin fee / account holder | $998 | $5,755-82.7% | $14,677-93.2% | $5,404-81.5% |