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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 | $559 | $140,578-99.6% | $100,671-99.4% | $125,389-99.6% |
| Participation rate | 30.8% | 80.4%-49.6pp | 70.7%-39.9pp | 83.2%-52.4pp |
| Annual return | -9.35% | 24.67%-34.0pp | 20.43%-29.8pp | 282.24%-291.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $161 | $3,981-96.0% | $3,144-94.9% | $5,352-97.0% |
| Admin fee / account holder | $450 | $6,716-93.3% | $4,850-90.7% | $9,541-95.3% |