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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 | $5,184 | $37,446-86.2% | $77,552-93.3% | $79,856-93.5% |
| Participation rate | 27.3% | 41.5%-14.3pp | 54.2%-26.9pp | 69.6%-42.4pp |
| Annual return | 9.96% | 39.76%-29.8pp | 54.82%-44.9pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $650 | $1,261-48.5% | $1,861-65.1% | $3,741-82.6% |
| Admin fee / account holder | $2,196 | $2,506-12.4% | $2,859-23.2% | $5,306-58.6% |