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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 | $2,694 | $93,064-97.1% | $74,577-96.4% | $273,972-99.0% |
| Participation rate | 47.4% | 74.9%-27.6pp | 68.1%-20.7pp | 83.0%-35.6pp |
| Annual return | -6.23% | 26.18%-32.4pp | 20.47%-26.7pp | 41.46%-47.7pp |
| Employer contribution / active EE | $502 | $3,160-84.1% | $2,525-80.1% | $4,869-89.7% |
| Participant deferral / active EE | $670 | $4,160-83.9% | $3,458-80.6% | $5,287-87.3% |
| Admin fee / account holder | $17,008 | $5,273+222.5% | $4,138+311.0% | $10,133+67.9% |