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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 | $5,076 | $35,183-85.6% | $73,550-93.1% | $70,126-92.8% |
| Participation rate | 20.0% | 42.9%-22.9pp | 54.9%-34.9pp | 69.5%-49.5pp |
| Annual return | 3.37% | 26.90%-23.5pp | -15.16%+18.5pp | 73.15%-69.8pp |
| Employer contribution / active EE | $197 | $709-72.2% | $1,219-83.8% | $2,343-91.6% |
| Participant deferral / active EE | $463 | $1,220-62.0% | $1,804-74.3% | $3,332-86.1% |
| Admin fee / account holder | $629 | $2,302-72.7% | $2,320-72.9% | $4,645-86.5% |