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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 | $5,184 | $117,777-95.6% | $71,778-92.8% | $134,545-96.1% |
| Participation rate | 15.0% | 68.9%-53.9pp | 62.3%-47.3pp | 81.2%-66.2pp |
| Annual return | -24.19% | 25.46%-49.7pp | 9.15%-33.3pp | 418.37%-442.6pp |
| Employer contribution / active EE | $391 | $2,525-84.5% | $1,704-77.0% | $4,742-91.7% |
| Participant deferral / active EE | $726 | $3,756-80.7% | $2,656-72.7% | $6,401-88.7% |
| Admin fee / account holder | $8,873 | $6,379+39.1% | $3,974+123.3% | $11,431-22.4% |