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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 | $5,721 | $108,285-94.7% | $77,552-92.6% | $158,982-96.4% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | -12.86% | 31.69%-44.5pp | 54.82%-67.7pp | 302.99%-315.8pp |
| Employer contribution / active EE | $140 | $1,325-89.5% | $987-85.9% | $4,763-97.1% |
| Participant deferral / active EE | $558 | $2,455-77.3% | $1,861-70.0% | $5,983-90.7% |
| Admin fee / account holder | $1,700 | $3,709-54.2% | $2,859-40.5% | $11,252-84.9% |