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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 | $5,718 | $54,357-89.5% | $82,706-93.1% | $68,495-91.7% |
| Participation rate | 26.5% | 63.9%-37.5pp | 72.6%-46.1pp | 67.9%-41.4pp |
| Annual return | -21.77% | -13.67%-8.1pp | 701.76%-723.5pp | -7.84%-13.9pp |
| Employer contribution / active EE | $429 | $2,218-80.6% | $3,007-85.7% | $2,596-83.5% |
| Participant deferral / active EE | $937 | $3,246-71.1% | $4,394-78.7% | $4,028-76.7% |
| Admin fee / account holder | $480 | $4,396-89.1% | $5,329-91.0% | $5,403-91.1% |