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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 | $5,485 | $95,895-94.3% | $79,576-93.1% | $134,509-95.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -25.36% | -2.72%-22.6pp | 0.15%-25.5pp | 418.13%-443.5pp |
| Employer contribution / active EE | $1,578 | $3,128-49.6% | $2,413-34.6% | $4,741-66.7% |
| Participant deferral / active EE | $2,021 | $4,693-56.9% | $3,985-49.3% | $6,400-68.4% |
| Admin fee / account holder | $668 | $9,129-92.7% | $6,834-90.2% | $11,427-94.2% |