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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 | $5,257 | $61,125-91.4% | $94,057-94.4% | $87,485-94.0% |
| Participation rate | 48.4% | 64.1%-15.7pp | 73.3%-25.0pp | 68.9%-20.5pp |
| Annual return | -15.69% | 35.20%-50.9pp | 480.62%-496.3pp | 26.06%-41.7pp |
| Employer contribution / active EE | $626 | $2,136-70.7% | $2,933-78.7% | $2,596-75.9% |
| Participant deferral / active EE | $1,216 | $3,260-62.7% | $4,709-74.2% | $4,274-71.5% |
| Admin fee / account holder | $783 | $5,629-86.1% | $7,244-89.2% | $7,775-89.9% |