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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 | $3,887 | $45,872-91.5% | $77,100-95.0% | $68,490-94.3% |
| Participation rate | 68.6% | 55.9%+12.7pp | 67.9%+0.7pp | 67.9%+0.7pp |
| Annual return | -30.06% | 1.73%-31.8pp | 42.35%-72.4pp | -7.85%-22.2pp |
| Employer contribution / active EE | $730 | $1,650-55.7% | $2,815-74.1% | $2,597-71.9% |
| Participant deferral / active EE | $2,137 | $2,963-27.9% | $4,430-51.8% | $4,028-46.9% |
| Admin fee / account holder | $407 | $3,041-86.6% | $5,443-92.5% | $5,403-92.5% |