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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 | $8,174 | $48,050-83.0% | $85,969-90.5% | $59,633-86.3% |
| Participation rate | 17.9% | 64.5%-46.5pp | 76.5%-58.6pp | 68.7%-50.8pp |
| Annual return | -4.63% | 0.29%-4.9pp | 9.32%-13.9pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $528 | $1,640-67.8% | $3,474-84.8% | $2,203-76.0% |
| Participant deferral / active EE | $922 | $2,249-59.0% | $3,829-75.9% | $3,192-71.1% |
| Admin fee / account holder | $1,706 | $3,206-46.8% | $6,053-71.8% | $4,297-60.3% |