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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 | $5,500 | $54,370-89.9% | $82,763-93.4% | $68,490-92.0% |
| Participation rate | 29.5% | 63.9%-34.5pp | 72.6%-43.1pp | 67.9%-38.4pp |
| Annual return | -21.17% | -13.67%-7.5pp | 702.45%-723.6pp | -7.85%-13.3pp |
| Employer contribution / active EE | $404 | $2,219-81.8% | $3,008-86.6% | $2,597-84.5% |
| Participant deferral / active EE | $1,028 | $3,247-68.3% | $4,395-76.6% | $4,028-74.5% |
| Admin fee / account holder | $581 | $4,398-86.8% | $5,325-89.1% | $5,403-89.2% |