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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 | $6,700 | $44,850-85.1% | $60,547-88.9% | $59,633-88.8% |
| Participation rate | 43.3% | 59.5%-16.1pp | 68.0%-24.6pp | 68.7%-25.3pp |
| Annual return | -3.25% | 1074.14%-1077.4pp | 335.64%-338.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $209 | $1,462-85.7% | $2,419-91.4% | $2,203-90.5% |
| Participant deferral / active EE | $1,431 | $2,230-35.8% | $3,328-57.0% | $3,192-55.2% |
| Admin fee / account holder | $516 | $3,635-85.8% | $4,536-88.6% | $4,297-88.0% |