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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 | $3,503 | $65,712-94.7% | $57,196-93.9% | $273,972-98.7% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | -1.22% | 22.01%-23.2pp | 14.59%-15.8pp | 41.46%-42.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $674 | $3,782-82.2% | $3,096-78.2% | $5,287-87.2% |
| Admin fee / account holder | $526 | $4,838-89.1% | $3,141-83.2% | $10,133-94.8% |