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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 | $4,213 | $48,267-91.3% | $68,808-93.9% | $68,486-93.8% |
| Participation rate | 53.6% | 60.7%-7.1pp | 69.0%-15.4pp | 67.9%-14.3pp |
| Annual return | -20.05% | -12.70%-7.4pp | -6.37%-13.7pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,054 | $1,829-42.4% | $2,656-60.3% | $2,597-59.4% |
| Participant deferral / active EE | $1,511 | $2,867-47.3% | $3,942-61.7% | $4,028-62.5% |
| Admin fee / account holder | $374 | $4,362-91.4% | $4,936-92.4% | $5,404-93.1% |