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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 | $1,358 | $29,736-95.4% | $56,033-97.6% | $80,935-98.3% |
| Participation rate | 36.4% | 41.7%-5.3pp | 52.5%-16.1pp | 67.7%-31.3pp |
| Annual return | 7.72% | 35.28%-27.6pp | 1711.38%-1703.7pp | 35.66%-27.9pp |
| Employer contribution / active EE | $138 | $671-79.4% | $1,041-86.7% | $2,757-95.0% |
| Participant deferral / active EE | $297 | $1,228-75.8% | $1,954-84.8% | $4,299-93.1% |
| Admin fee / account holder | $720 | $2,434-70.4% | $2,827-74.5% | $6,924-89.6% |