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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 | $5,829 | $73,839-92.1% | $143,788-95.9% | $68,495-91.5% |
| Participation rate | 61.8% | 66.7%-4.8pp | 80.3%-18.5pp | 67.9%-6.0pp |
| Annual return | -27.55% | 1.01%-28.6pp | -0.03%-27.5pp | -7.84%-19.7pp |
| Employer contribution / active EE | $1,721 | $3,184-45.9% | $4,952-65.2% | $2,596-33.7% |
| Participant deferral / active EE | $2,297 | $3,384-32.1% | $5,638-59.3% | $4,028-43.0% |
| Admin fee / account holder | $488 | $5,755-91.5% | $14,675-96.7% | $5,403-91.0% |