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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 | $5,099 | $43,730-88.3% | $121,220-95.8% | $64,173-92.1% |
| Participation rate | 34.7% | 58.3%-23.6pp | 71.8%-37.0pp | 69.6%-34.8pp |
| Annual return | -16.50% | 68.94%-85.4pp | 16.94%-33.4pp | 7.63%-24.1pp |
| Employer contribution / active EE | $560 | $1,297-56.8% | $4,023-86.1% | $2,381-76.5% |
| Participant deferral / active EE | $1,101 | $2,281-51.7% | $3,345-67.1% | $3,470-68.3% |
| Admin fee / account holder | $704 | $3,502-79.9% | $5,021-86.0% | $4,887-85.6% |