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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 | $5,531 | $54,357-89.8% | $82,706-93.3% | $68,495-91.9% |
| Participation rate | 25.7% | 63.9%-38.2pp | 72.6%-46.8pp | 67.9%-42.2pp |
| Annual return | -30.86% | -13.67%-17.2pp | 701.76%-732.6pp | -7.84%-23.0pp |
| Employer contribution / active EE | $499 | $2,218-77.5% | $3,007-83.4% | $2,596-80.8% |
| Participant deferral / active EE | $1,072 | $3,246-67.0% | $4,394-75.6% | $4,028-73.4% |
| Admin fee / account holder | $1,116 | $4,396-74.6% | $5,329-79.1% | $5,403-79.4% |