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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 | $5,156 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-98.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 68.4%-8.4pp | 83.0%-23.0pp |
| Annual return | -25.56% | 2.55%-28.1pp | 5.24%-30.8pp | 41.46%-67.0pp |
| Employer contribution / active EE | $157 | $2,350-93.3% | $1,844-91.5% | $4,869-96.8% |
| Participant deferral / active EE | $1,631 | $2,962-44.9% | $2,591-37.0% | $5,287-69.2% |
| Admin fee / account holder | $1,294 | $3,725-65.3% | $2,903-55.4% | $10,133-87.2% |