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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 | $5,644 | $34,316-83.6% | $74,722-92.4% | $72,975-92.3% |
| Participation rate | 30.6% | 42.4%-11.9pp | 54.5%-23.9pp | 69.5%-38.9pp |
| Annual return | 4.68% | 26.58%-21.9pp | 753.11%-748.4pp | 81.01%-76.3pp |
| Employer contribution / active EE | $323 | $692-53.3% | $1,084-70.2% | $2,440-86.8% |
| Participant deferral / active EE | $491 | $1,272-61.4% | $1,963-75.0% | $3,608-86.4% |
| Admin fee / account holder | $654 | $2,125-69.2% | $3,335-80.4% | $5,124-87.2% |