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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 | $4,490 | $87,546-94.9% | $75,784-94.1% | $125,389-96.4% |
| Participation rate | 59.1% | 80.2%-21.1pp | 75.8%-16.7pp | 83.2%-24.1pp |
| Annual return | -5.21% | 13.49%-18.7pp | 9.68%-14.9pp | 282.24%-287.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,374 | $4,230-67.5% | $3,652-62.4% | $5,352-74.3% |
| Admin fee / account holder | $470 | $6,503-92.8% | $5,300-91.1% | $9,541-95.1% |