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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 | $4,914 | $45,825-89.3% | $90,655-94.6% | $56,287-91.3% |
| Participation rate | 64.0% | 66.7%-2.7pp | 74.0%-10.0pp | 69.9%-5.9pp |
| Annual return | -9.50% | 38.64%-48.1pp | 1.89%-11.4pp | -9.96%+0.5pp |
| Employer contribution / active EE | $707 | $1,372-48.5% | $2,532-72.1% | $2,111-66.5% |
| Participant deferral / active EE | $1,240 | $2,562-51.6% | $3,425-63.8% | $3,350-63.0% |
| Admin fee / account holder | $647 | $413+56.8% | $4,994-87.0% | $521+24.2% |