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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 | $3,444 | $158,852-97.8% | $121,220-97.2% | $135,379-97.5% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -12.18% | -0.64%-11.5pp | 16.94%-29.1pp | 519.79%-532.0pp |
| Employer contribution / active EE | $416 | $5,666-92.7% | $4,023-89.7% | $4,779-91.3% |
| Participant deferral / active EE | $551 | $4,006-86.2% | $3,345-83.5% | $5,609-90.2% |
| Admin fee / account holder | $534 | $6,515-91.8% | $5,021-89.4% | $10,828-95.1% |