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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 | $7,284 | $99,345-92.7% | $84,753-91.4% | $273,972-97.3% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | -11.69% | 22.93%-34.6pp | 22.78%-34.5pp | 41.46%-53.1pp |
| Employer contribution / active EE | $2,043 | $4,214-51.5% | $3,574-42.8% | $4,869-58.0% |
| Participant deferral / active EE | $3,029 | $4,270-29.1% | $3,712-18.4% | $5,287-42.7% |
| Admin fee / account holder | $864 | $6,645-87.0% | $5,333-83.8% | $10,133-91.5% |