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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 | $5,416 | $73,839-92.7% | $143,788-96.2% | $68,495-92.1% |
| Participation rate | 48.4% | 66.7%-18.3pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -19.85% | 1.01%-20.9pp | -0.03%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $980 | $3,384-71.0% | $5,638-82.6% | $4,028-75.7% |
| Admin fee / account holder | $556 | $5,755-90.3% | $14,675-96.2% | $5,403-89.7% |