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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 | $4,899 | $54,353-91.0% | $82,726-94.1% | $68,498-92.8% |
| Participation rate | 41.3% | 63.9%-22.6pp | 72.6%-31.3pp | 67.9%-26.6pp |
| Annual return | -21.31% | -13.67%-7.6pp | 701.33%-722.6pp | -7.84%-13.5pp |
| Employer contribution / active EE | $826 | $2,218-62.8% | $3,009-72.5% | $2,596-68.2% |
| Participant deferral / active EE | $995 | $3,246-69.3% | $4,394-77.3% | $4,027-75.3% |
| Admin fee / account holder | $355 | $4,396-91.9% | $5,328-93.3% | $5,403-93.4% |