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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 | $5,176 | $49,280-89.5% | $67,313-92.3% | $64,173-91.9% |
| Participation rate | 36.7% | 60.8%-24.0pp | 69.1%-32.3pp | 69.6%-32.8pp |
| Annual return | -19.21% | -1.39%-17.8pp | -4.08%-15.1pp | 7.63%-26.8pp |
| Employer contribution / active EE | $905 | $1,668-45.7% | $2,566-64.7% | $2,381-62.0% |
| Participant deferral / active EE | $1,237 | $2,484-50.2% | $3,568-65.3% | $3,470-64.3% |
| Admin fee / account holder | $359 | $3,863-90.7% | $4,507-92.0% | $4,887-92.7% |