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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 | $6,483 | $54,355-88.1% | $82,744-92.2% | $68,486-90.5% |
| Participation rate | 50.7% | 63.9%-13.2pp | 72.6%-21.8pp | 67.9%-17.2pp |
| Annual return | -22.76% | -13.67%-9.1pp | 702.22%-725.0pp | -7.85%-14.9pp |
| Employer contribution / active EE | $340 | $2,219-84.7% | $3,008-88.7% | $2,597-86.9% |
| Participant deferral / active EE | $1,687 | $3,246-48.0% | $4,395-61.6% | $4,028-58.1% |
| Admin fee / account holder | $450 | $4,397-89.8% | $5,325-91.5% | $5,404-91.7% |