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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 | $5,348 | $64,719-91.7% | $112,249-95.2% | $68,486-92.2% |
| Participation rate | 58.6% | 67.2%-8.5pp | 75.1%-16.4pp | 67.9%-9.3pp |
| Annual return | -29.73% | -11.40%-18.3pp | 27.48%-57.2pp | -7.85%-21.9pp |
| Employer contribution / active EE | $935 | $2,747-66.0% | $3,636-74.3% | $2,597-64.0% |
| Participant deferral / active EE | $1,816 | $3,565-49.1% | $4,729-61.6% | $4,028-54.9% |
| Admin fee / account holder | $328 | $5,232-93.7% | $6,412-94.9% | $5,404-93.9% |