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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 | $5,374 | $43,344-87.6% | $59,899-91.0% | $64,173-91.6% |
| Participation rate | 32.1% | 69.2%-37.0pp | 74.7%-42.6pp | 69.6%-37.4pp |
| Annual return | -8.79% | -1.55%-7.2pp | 3.46%-12.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $408 | $2,030-79.9% | $2,723-85.0% | $2,381-82.9% |
| Participant deferral / active EE | $1,127 | $2,547-55.8% | $3,402-66.9% | $3,470-67.5% |
| Admin fee / account holder | $722 | $3,008-76.0% | $3,592-79.9% | $4,887-85.2% |