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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 | $3,377 | $71,230-95.3% | $93,727-96.4% | $80,959-95.8% |
| Participation rate | 15.6% | 60.4%-44.8pp | 68.7%-53.2pp | 67.7%-52.1pp |
| Annual return | -17.74% | 11.26%-29.0pp | 133.83%-151.6pp | 35.67%-53.4pp |
| Employer contribution / active EE | $1,239 | $1,565-20.9% | $2,421-48.8% | $2,757-55.1% |
| Participant deferral / active EE | $2,060 | $4,037-49.0% | $4,417-53.4% | $4,300-52.1% |
| Admin fee / account holder | $1,549 | $6,961-77.8% | $8,292-81.3% | $6,925-77.6% |