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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 | $5,765 | $32,037-82.0% | $69,182-91.7% | $62,881-90.8% |
| Participation rate | 44.6% | 43.4%+1.2pp | 55.1%-10.5pp | 69.3%-24.7pp |
| Annual return | 1.56% | 15.16%-13.6pp | -21.93%+23.5pp | 20.14%-18.6pp |
| Employer contribution / active EE | $205 | $679-69.8% | $1,206-83.0% | $2,281-91.0% |
| Participant deferral / active EE | $322 | $1,185-72.9% | $1,897-83.0% | $3,203-90.0% |
| Admin fee / account holder | $956 | $2,608-63.3% | $2,697-64.5% | $4,296-77.7% |