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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 | $5,926 | $43,730-86.4% | $121,220-95.1% | $64,173-90.8% |
| Participation rate | 36.2% | 58.3%-22.2pp | 71.8%-35.6pp | 69.6%-33.4pp |
| Annual return | -17.45% | 68.94%-86.4pp | 16.94%-34.4pp | 7.63%-25.1pp |
| Employer contribution / active EE | $421 | $1,297-67.6% | $4,023-89.5% | $2,381-82.3% |
| Participant deferral / active EE | $1,240 | $2,281-45.6% | $3,345-62.9% | $3,470-64.3% |
| Admin fee / account holder | $375 | $3,502-89.3% | $5,021-92.5% | $4,887-92.3% |