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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 | $5,653 | $110,379-94.9% | $102,412-94.5% | $145,884-96.1% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.9pp |
| Annual return | 4.90% | 24.84%-19.9pp | 24.94%-20.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,773 | $5,622-68.5% | $5,060-65.0% | $6,690-73.5% |
| Admin fee / account holder | $3,685 | $9,745-62.2% | $8,388-56.1% | $13,392-72.5% |