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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 | $5,349 | $42,383-87.4% | $76,518-93.0% | $64,173-91.7% |
| Participation rate | 57.7% | 58.1%-0.5pp | 68.0%-10.3pp | 69.6%-11.9pp |
| Annual return | -9.38% | -16.54%+7.2pp | -0.27%-9.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $713 | $1,563-54.4% | $2,647-73.1% | $2,381-70.1% |
| Participant deferral / active EE | $1,181 | $2,566-54.0% | $3,836-69.2% | $3,470-66.0% |
| Admin fee / account holder | $549 | $3,198-82.8% | $4,849-88.7% | $4,887-88.8% |