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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 | $2,906 | $48,267-94.0% | $68,808-95.8% | $68,486-95.8% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | -41.89% | -12.70%-29.2pp | -6.37%-35.5pp | -7.85%-34.0pp |
| Employer contribution / active EE | $659 | $1,829-64.0% | $2,656-75.2% | $2,597-74.6% |
| Participant deferral / active EE | $1,227 | $2,867-57.2% | $3,942-68.9% | $4,028-69.5% |
| Admin fee / account holder | $645 | $4,362-85.2% | $4,936-86.9% | $5,404-88.1% |