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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 | $5,624 | $42,383-86.7% | $76,518-92.7% | $64,173-91.2% |
| Participation rate | 56.4% | 58.1%-1.7pp | 68.0%-11.6pp | 69.6%-13.2pp |
| Annual return | -19.52% | -16.54%-3.0pp | -0.27%-19.3pp | 7.63%-27.2pp |
| Employer contribution / active EE | $903 | $1,563-42.2% | $2,647-65.9% | $2,381-62.1% |
| Participant deferral / active EE | $1,378 | $2,566-46.3% | $3,836-64.1% | $3,470-60.3% |
| Admin fee / account holder | $620 | $3,198-80.6% | $4,849-87.2% | $4,887-87.3% |