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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 | $6,288 | $83,337-92.5% | $67,834-90.7% | $273,972-97.7% |
| Participation rate | 44.4% | 76.4%-32.0pp | 68.8%-24.4pp | 83.0%-38.6pp |
| Annual return | 0.32% | 259.45%-259.1pp | 138.47%-138.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $604 | $3,287-81.6% | $2,403-74.9% | $4,869-87.6% |
| Participant deferral / active EE | $1,184 | $4,088-71.0% | $3,160-62.5% | $5,287-77.6% |
| Admin fee / account holder | $822 | $6,752-87.8% | $4,622-82.2% | $10,133-91.9% |