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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 | $5,751 | $37,446-84.6% | $77,552-92.6% | $79,856-92.8% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.4pp |
| Annual return | -1.89% | 39.76%-41.7pp | 54.82%-56.7pp | 31.71%-33.6pp |
| Employer contribution / active EE | $181 | $637-71.6% | $987-81.7% | $2,471-92.7% |
| Participant deferral / active EE | $447 | $1,261-64.5% | $1,861-76.0% | $3,741-88.0% |
| Admin fee / account holder | $2,860 | $2,506+14.1% | $2,8590% | $5,306-46.1% |