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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 | $3,808 | $42,910-91.1% | $60,919-93.7% | $68,490-94.4% |
| Participation rate | 58.3% | 66.8%-8.4pp | 73.1%-14.8pp | 67.9%-9.6pp |
| Annual return | -23.73% | -13.99%-9.7pp | 16.96%-40.7pp | -7.85%-15.9pp |
| Employer contribution / active EE | $547 | $1,978-72.3% | $2,704-79.8% | $2,597-78.9% |
| Participant deferral / active EE | $932 | $2,866-67.5% | $3,814-75.6% | $4,028-76.9% |
| Admin fee / account holder | $331 | $3,104-89.3% | $3,228-89.7% | $5,403-93.9% |