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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 | $5,291 | $65,704-91.9% | $94,229-94.4% | $59,633-91.1% |
| Participation rate | 49.1% | 72.1%-23.1pp | 78.8%-29.7pp | 68.7%-19.6pp |
| Annual return | -2.71% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $429 | $2,021-78.8% | $3,587-88.0% | $2,203-80.5% |
| Participant deferral / active EE | $1,537 | $3,143-51.1% | $4,320-64.4% | $3,192-51.8% |
| Admin fee / account holder | $774 | $4,265-81.9% | $6,269-87.7% | $4,297-82.0% |