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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 | $6,816 | $42,383-83.9% | $76,518-91.1% | $64,173-89.4% |
| Participation rate | 56.7% | 58.1%-1.5pp | 68.0%-11.3pp | 69.6%-12.9pp |
| Annual return | -41.24% | -16.54%-24.7pp | -0.27%-41.0pp | 7.63%-48.9pp |
| Employer contribution / active EE | $798 | $1,563-49.0% | $2,647-69.9% | $2,381-66.5% |
| Participant deferral / active EE | $1,157 | $2,566-54.9% | $3,836-69.8% | $3,470-66.7% |
| Admin fee / account holder | $622 | $3,198-80.6% | $4,849-87.2% | $4,887-87.3% |