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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 | $5,656 | $87,544-93.5% | $75,784-92.5% | $125,388-95.5% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -9.69% | 13.49%-23.2pp | 9.68%-19.4pp | 282.24%-291.9pp |
| Employer contribution / active EE | $2,605 | $3,930-33.7% | $3,323-21.6% | $4,866-46.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $780 | $6,502-88.0% | $5,300-85.3% | $9,541-91.8% |