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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 | $5,005 | $42,383-88.2% | $76,518-93.5% | $64,173-92.2% |
| Participation rate | 56.5% | 58.1%-1.6pp | 68.0%-11.5pp | 69.6%-13.0pp |
| Annual return | -20.63% | -16.54%-4.1pp | -0.27%-20.4pp | 7.63%-28.3pp |
| Employer contribution / active EE | $1,013 | $1,563-35.2% | $2,647-61.7% | $2,381-57.4% |
| Participant deferral / active EE | $1,320 | $2,566-48.6% | $3,836-65.6% | $3,470-62.0% |
| Admin fee / account holder | $440 | $3,198-86.2% | $4,849-90.9% | $4,887-91.0% |