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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 | $4,754 | $48,267-90.2% | $68,808-93.1% | $68,486-93.1% |
| Participation rate | 48.1% | 60.7%-12.5pp | 69.0%-20.9pp | 67.9%-19.7pp |
| Annual return | -24.57% | -12.70%-11.9pp | -6.37%-18.2pp | -7.85%-16.7pp |
| Employer contribution / active EE | $948 | $1,829-48.2% | $2,656-64.3% | $2,597-63.5% |
| Participant deferral / active EE | $1,359 | $2,867-52.6% | $3,942-65.5% | $4,028-66.3% |
| Admin fee / account holder | $392 | $4,362-91.0% | $4,936-92.1% | $5,404-92.7% |