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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 | $3,203 | $81,358-96.1% | $155,556-97.9% | $80,959-96.0% |
| Participation rate | 64.4% | 66.3%-1.8pp | 78.2%-13.8pp | 67.7%-3.2pp |
| Annual return | -26.06% | 33.39%-59.4pp | 64.84%-90.9pp | 35.67%-61.7pp |
| Employer contribution / active EE | $556 | $3,106-82.1% | $4,675-88.1% | $2,757-79.9% |
| Participant deferral / active EE | $1,122 | $3,455-67.5% | $5,631-80.1% | $4,300-73.9% |
| Admin fee / account holder | $615 | $7,994-92.3% | $15,885-96.1% | $6,925-91.1% |