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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 | $5,155 | $54,355-90.5% | $82,744-93.8% | $68,486-92.5% |
| Participation rate | 34.0% | 63.9%-29.9pp | 72.6%-38.5pp | 67.9%-33.9pp |
| Annual return | -24.44% | -13.67%-10.8pp | 702.22%-726.7pp | -7.85%-16.6pp |
| Employer contribution / active EE | $863 | $2,219-61.1% | $3,008-71.3% | $2,597-66.8% |
| Participant deferral / active EE | $1,591 | $3,246-51.0% | $4,395-63.8% | $4,028-60.5% |
| Admin fee / account holder | $701 | $4,397-84.1% | $5,325-86.8% | $5,404-87.0% |