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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 | $4,159 | $113,338-96.3% | $94,993-95.6% | $147,586-97.2% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 0.73% | 20.80%-20.1pp | 27.14%-26.4pp | 578.59%-577.9pp |
| Employer contribution / active EE | $840 | $3,160-73.4% | $2,603-67.7% | $4,876-82.8% |
| Participant deferral / active EE | $5,651 | $3,777+49.6% | $3,317+70.4% | $5,439+3.9% |
| Admin fee / account holder | $276,572 | $6,063+4462.0% | $4,960+5475.7% | $10,886+2440.7% |