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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 | $5,283 | $45,872-88.5% | $77,081-93.1% | $68,495-92.3% |
| Participation rate | 41.9% | 55.9%-14.0pp | 67.9%-26.0pp | 67.9%-26.0pp |
| Annual return | -25.75% | 1.73%-27.5pp | 42.33%-68.1pp | -7.84%-17.9pp |
| Employer contribution / active EE | $579 | $1,650-64.9% | $2,813-79.4% | $2,596-77.7% |
| Participant deferral / active EE | $879 | $2,963-70.3% | $4,428-80.1% | $4,028-78.2% |
| Admin fee / account holder | $498 | $3,041-83.6% | $5,427-90.8% | $5,403-90.8% |