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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 | $5,887 | $175,600-96.6% | $129,110-95.4% | $134,509-95.6% |
| Participation rate | 68.4% | 81.6%-13.1pp | 77.3%-8.8pp | 81.2%-12.8pp |
| Annual return | -23.62% | -11.39%-12.2pp | -10.94%-12.7pp | 418.13%-441.8pp |
| Employer contribution / active EE | $1,293 | $6,355-79.6% | $5,052-74.4% | $4,741-72.7% |
| Participant deferral / active EE | $2,702 | $7,975-66.1% | $6,542-58.7% | $6,400-57.8% |
| Admin fee / account holder | $669 | $23,567-97.2% | $14,302-95.3% | $11,427-94.1% |