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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 | $5,720 | $54,357-89.5% | $82,706-93.1% | $68,495-91.6% |
| Participation rate | 34.6% | 63.9%-29.3pp | 72.6%-37.9pp | 67.9%-33.3pp |
| Annual return | -21.33% | -13.67%-7.7pp | 701.76%-723.1pp | -7.84%-13.5pp |
| Employer contribution / active EE | $519 | $2,218-76.6% | $3,007-82.8% | $2,596-80.0% |
| Participant deferral / active EE | $941 | $3,246-71.0% | $4,394-78.6% | $4,028-76.6% |
| Admin fee / account holder | $309 | $4,396-93.0% | $5,329-94.2% | $5,403-94.3% |