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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 | $4,537 | $77,816-94.2% | $123,552-96.3% | $64,173-92.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -10.53% | 12.49%-23.0pp | 119.20%-129.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $3,231 | $3,014+7.2% | $4,628-30.2% | $2,381+35.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,772 | $5,519-67.9% | $9,285-80.9% | $4,887-63.7% |