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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 | $727 | $165,939-99.6% | $122,354-99.4% | $147,586-99.5% |
| Participation rate | 25.0% | 79.6%-54.6pp | 71.6%-46.6pp | 82.8%-57.8pp |
| Annual return | 6.52% | 34.56%-28.0pp | 30.28%-23.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $178 | $4,005-95.6% | $3,287-94.6% | $5,439-96.7% |
| Admin fee / account holder | $21,155 | $7,425+184.9% | $5,479+286.1% | $10,886+94.3% |