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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 | $6,192 | $53,162-88.4% | $91,227-93.2% | $68,490-91.0% |
| Participation rate | 53.3% | 63.2%-9.9pp | 73.2%-19.9pp | 67.9%-14.6pp |
| Annual return | -22.06% | -3.14%-18.9pp | 114.14%-136.2pp | -7.85%-14.2pp |
| Employer contribution / active EE | $498 | $1,709-70.9% | $2,851-82.5% | $2,597-80.8% |
| Participant deferral / active EE | $1,483 | $2,974-50.1% | $4,234-65.0% | $4,028-63.2% |
| Admin fee / account holder | $369 | $4,493-91.8% | $5,423-93.2% | $5,403-93.2% |