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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 | $3,990 | $95,915-95.8% | $79,580-95.0% | $134,532-97.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -21.82% | -2.71%-19.1pp | 0.15%-22.0pp | 418.27%-440.1pp |
| Employer contribution / active EE | $731 | $3,129-76.6% | $2,413-69.7% | $4,741-84.6% |
| Participant deferral / active EE | $1,244 | $4,693-73.5% | $3,985-68.8% | $6,401-80.6% |
| Admin fee / account holder | $1,818 | $9,132-80.1% | $6,835-73.4% | $11,429-84.1% |