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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 | $5,477 | $73,863-92.6% | $143,797-96.2% | $68,490-92.0% |
| Participation rate | 30.9% | 66.7%-35.8pp | 80.3%-49.4pp | 67.9%-37.0pp |
| Annual return | -42.49% | 0.91%-43.4pp | -0.04%-42.5pp | -7.85%-34.6pp |
| Employer contribution / active EE | $640 | $3,185-79.9% | $4,952-87.1% | $2,597-75.3% |
| Participant deferral / active EE | $1,463 | $3,385-56.8% | $5,638-74.0% | $4,028-63.7% |
| Admin fee / account holder | $2,164 | $5,756-62.4% | $14,679-85.3% | $5,403-59.9% |