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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 | $4,009 | $95,917-95.8% | $79,583-95.0% | $134,545-97.0% |
| Participation rate | 68.8% | 75.0%-6.3pp | 69.5%-0.7pp | 81.2%-12.5pp |
| Annual return | -30.38% | -2.70%-27.7pp | 0.16%-30.5pp | 418.37%-448.8pp |
| Employer contribution / active EE | $567 | $3,129-81.9% | $2,414-76.5% | $4,742-88.0% |
| Participant deferral / active EE | $3,592 | $4,694-23.5% | $3,986-9.9% | $6,401-43.9% |
| Admin fee / account holder | $539 | $9,132-94.1% | $6,835-92.1% | $11,431-95.3% |