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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 | $5,372 | $44,850-88.0% | $60,547-91.1% | $59,633-91.0% |
| Participation rate | 50.0% | 59.5%-9.5pp | 68.0%-18.0pp | 68.7%-18.7pp |
| Annual return | -5.32% | 1074.14%-1079.5pp | 335.64%-341.0pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $537 | $1,462-63.2% | $2,419-77.8% | $2,203-75.6% |
| Participant deferral / active EE | $1,024 | $2,230-54.1% | $3,328-69.2% | $3,192-67.9% |
| Admin fee / account holder | $2,005 | $3,635-44.8% | $4,536-55.8% | $4,297-53.3% |