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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 | $6,520 | $127,100-94.9% | $105,738-93.8% | $135,379-95.2% |
| Participation rate | 54.5% | 82.7%-28.2pp | 76.3%-21.8pp | 82.6%-28.1pp |
| Annual return | -9.56% | 4.49%-14.1pp | 6.27%-15.8pp | 519.79%-529.3pp |
| Employer contribution / active EE | $808 | $4,107-80.3% | $3,268-75.3% | $4,779-83.1% |
| Participant deferral / active EE | $1,421 | $5,064-71.9% | $4,080-65.2% | $5,609-74.7% |
| Admin fee / account holder | $1,705 | $9,087-81.2% | $6,913-75.3% | $10,828-84.3% |