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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 | $5,557 | $54,380-89.8% | $68,509-91.9% | $59,633-90.7% |
| Participation rate | 56.4% | 70.2%-13.8pp | 74.7%-18.3pp | 68.7%-12.3pp |
| Annual return | -8.42% | 2.83%-11.2pp | 8.27%-16.7pp | 2041.45%-2049.9pp |
| Employer contribution / active EE | $593 | $1,539-61.5% | $2,278-74.0% | $2,203-73.1% |
| Participant deferral / active EE | $1,147 | $2,643-56.6% | $3,382-66.1% | $3,192-64.1% |
| Admin fee / account holder | $2,104 | $3,885-45.9% | $5,275-60.1% | $4,297-51.0% |