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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 | $6,408 | $54,726-88.3% | $68,793-90.7% | $64,181-90.0% |
| Participation rate | 46.2% | 68.0%-21.9pp | 72.2%-26.1pp | 69.6%-23.4pp |
| Annual return | -8.21% | -1.62%-6.6pp | -4.63%-3.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $378 | $1,846-79.5% | $2,625-85.6% | $2,381-84.1% |
| Participant deferral / active EE | $1,238 | $2,626-52.9% | $3,311-62.6% | $3,470-64.3% |
| Admin fee / account holder | $1,803 | $4,027-55.2% | $5,131-64.9% | $4,887-63.1% |