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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 | $6,531 | $48,267-86.5% | $68,808-90.5% | $68,486-90.5% |
| Participation rate | 46.9% | 60.7%-13.8pp | 69.0%-22.1pp | 67.9%-21.0pp |
| Annual return | -24.98% | -12.70%-12.3pp | -6.37%-18.6pp | -7.85%-17.1pp |
| Employer contribution / active EE | $837 | $1,829-54.2% | $2,656-68.5% | $2,597-67.8% |
| Participant deferral / active EE | $1,380 | $2,867-51.9% | $3,942-65.0% | $4,028-65.7% |
| Admin fee / account holder | $888 | $4,362-79.6% | $4,936-82.0% | $5,404-83.6% |