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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 | $5,550 | $113,935-95.1% | $94,224-94.1% | $125,393-95.6% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -14.87% | 5.29%-20.2pp | 10.68%-25.5pp | 282.23%-297.1pp |
| Employer contribution / active EE | $1,148 | $4,727-75.7% | $3,587-68.0% | $4,866-76.4% |
| Participant deferral / active EE | $1,698 | $5,179-67.2% | $4,320-60.7% | $5,351-68.3% |
| Admin fee / account holder | $431 | $8,391-94.9% | $6,269-93.1% | $9,541-95.5% |