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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 | $9,789 | $153,311-93.6% | $109,313-91.0% | $273,972-96.4% |
| Participation rate | 58.8% | 80.1%-21.3pp | 71.3%-12.4pp | 83.0%-24.2pp |
| Annual return | -3.31% | 29.86%-33.2pp | 22.07%-25.4pp | 41.46%-44.8pp |
| Employer contribution / active EE | $515 | $5,619-90.8% | $3,892-86.8% | $4,869-89.4% |
| Participant deferral / active EE | $1,024 | $3,932-73.9% | $3,166-67.6% | $5,287-80.6% |
| Admin fee / account holder | $1,020 | $8,076-87.4% | $5,666-82.0% | $10,133-89.9% |