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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 | $5,895 | $92,219-93.6% | $76,768-92.3% | $135,379-95.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -16.56% | 5.46%-22.0pp | 2.43%-19.0pp | 519.79%-536.4pp |
| Employer contribution / active EE | $1,126 | $3,216-65.0% | $2,485-54.7% | $4,779-76.4% |
| Participant deferral / active EE | $1,406 | $4,508-68.8% | $3,852-63.5% | $5,609-74.9% |
| Admin fee / account holder | $591 | $10,749-94.5% | $6,675-91.1% | $10,828-94.5% |