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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 | $6,777 | $49,177-86.2% | $79,467-91.5% | $64,173-89.4% |
| Participation rate | 47.1% | 65.0%-17.9pp | 73.3%-26.2pp | 69.6%-22.4pp |
| Annual return | -13.92% | -1.16%-12.8pp | 718.30%-732.2pp | 7.63%-21.6pp |
| Employer contribution / active EE | $401 | $2,076-80.7% | $2,800-85.7% | $2,381-83.2% |
| Participant deferral / active EE | $1,138 | $2,821-59.7% | $3,704-69.3% | $3,470-67.2% |
| Admin fee / account holder | $418 | $3,839-89.1% | $5,104-91.8% | $4,887-91.4% |