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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 | $6,940 | $45,872-84.9% | $77,081-91.0% | $68,495-89.9% |
| Participation rate | 19.4% | 55.9%-36.5pp | 67.9%-48.5pp | 67.9%-48.4pp |
| Annual return | -20.61% | 1.73%-22.3pp | 42.33%-62.9pp | -7.84%-12.8pp |
| Employer contribution / active EE | $395 | $1,650-76.1% | $2,813-86.0% | $2,596-84.8% |
| Participant deferral / active EE | $1,013 | $2,963-65.8% | $4,428-77.1% | $4,028-74.8% |
| Admin fee / account holder | $1,136 | $3,041-62.6% | $5,427-79.1% | $5,403-79.0% |