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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 | $6,871 | $95,915-92.8% | $79,580-91.4% | $134,532-94.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -21.04% | -2.71%-18.3pp | 0.15%-21.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $935 | $3,129-70.1% | $2,413-61.3% | $4,741-80.3% |
| Participant deferral / active EE | $2,031 | $4,693-56.7% | $3,985-49.0% | $6,401-68.3% |
| Admin fee / account holder | $446 | $9,132-95.1% | $6,835-93.5% | $11,429-96.1% |