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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 | $5,886 | $45,082-86.9% | $69,464-91.5% | $72,975-91.9% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | -3.87% | 22.66%-26.5pp | 28.98%-32.8pp | 81.01%-84.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,007 | $2,604-61.3% | $3,536-71.5% | $3,608-72.1% |
| Admin fee / account holder | $3,101 | $3,057+1.4% | $3,840-19.2% | $5,124-39.5% |