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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 | $3,638 | $44,850-91.9% | $60,547-94.0% | $59,633-93.9% |
| Participation rate | 17.5% | 59.5%-42.0pp | 68.0%-50.5pp | 68.7%-51.2pp |
| Annual return | -5.96% | 1074.14%-1080.1pp | 335.64%-341.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $410 | $1,462-71.9% | $2,419-83.1% | $2,203-81.4% |
| Participant deferral / active EE | $889 | $2,230-60.1% | $3,328-73.3% | $3,192-72.1% |
| Admin fee / account holder | $2,905 | $3,635-20.1% | $4,536-36.0% | $4,297-32.4% |