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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 | $5,272 | $93,064-94.3% | $74,577-92.9% | $273,972-98.1% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | -8.93% | 26.18%-35.1pp | 20.47%-29.4pp | 41.46%-50.4pp |
| Employer contribution / active EE | $5,096 | $3,160+61.3% | $2,525+101.8% | $4,869+4.7% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $691 | $5,273-86.9% | $4,138-83.3% | $10,133-93.2% |