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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 | $2,485 | $73,848-96.6% | $143,799-98.3% | $68,486-96.4% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -42.25% | 0.91%-43.2pp | -0.04%-42.2pp | -7.85%-34.4pp |
| Employer contribution / active EE | $1,541 | $3,184-51.6% | $4,952-68.9% | $2,597-40.7% |
| Participant deferral / active EE | $1,618 | $3,385-52.2% | $5,638-71.3% | $4,028-59.8% |
| Admin fee / account holder | $345 | $5,755-94.0% | $14,677-97.7% | $5,404-93.6% |