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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 | $4,769 | $140,578-96.6% | $100,671-95.3% | $125,388-96.2% |
| Participation rate | 42.9% | 80.4%-37.5pp | 70.7%-27.9pp | 83.2%-40.3pp |
| Annual return | -4.02% | 24.67%-28.7pp | 20.43%-24.4pp | 282.24%-286.3pp |
| Employer contribution / active EE | $231 | $5,965-96.1% | $4,012-94.2% | $4,866-95.2% |
| Participant deferral / active EE | $998 | $3,981-74.9% | $3,144-68.3% | $5,352-81.4% |
| Admin fee / account holder | $1,252 | $6,716-81.4% | $4,850-74.2% | $9,541-86.9% |