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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 | $5,241 | $73,839-92.9% | $143,788-96.4% | $68,495-92.3% |
| Participation rate | 45.2% | 66.7%-21.4pp | 80.3%-35.1pp | 67.9%-22.7pp |
| Annual return | -22.30% | 1.01%-23.3pp | -0.03%-22.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $641 | $3,184-79.9% | $4,952-87.1% | $2,596-75.3% |
| Participant deferral / active EE | $1,337 | $3,384-60.5% | $5,638-76.3% | $4,028-66.8% |
| Admin fee / account holder | $465 | $5,755-91.9% | $14,675-96.8% | $5,403-91.4% |