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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 | $4,033 | $59,813-93.3% | $79,580-94.9% | $68,486-94.1% |
| Participation rate | 55.0% | 61.1%-6.1pp | 69.5%-14.5pp | 67.9%-12.9pp |
| Annual return | -28.25% | -12.30%-15.9pp | 0.15%-28.4pp | -7.85%-20.4pp |
| Employer contribution / active EE | $955 | $1,505-36.5% | $2,413-60.4% | $2,597-63.2% |
| Participant deferral / active EE | $1,720 | $3,024-43.1% | $3,985-56.8% | $4,028-57.3% |
| Admin fee / account holder | $328 | $4,835-93.2% | $6,835-95.2% | $5,404-93.9% |