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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 | $4,802 | $90,486-94.7% | $78,676-93.9% | $273,972-98.2% |
| Participation rate | 23.1% | 76.5%-53.4pp | 73.6%-50.5pp | 83.0%-59.9pp |
| Annual return | 0.97% | 75.62%-74.7pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $144 | $3,175-95.5% | $2,850-95.0% | $4,869-97.1% |
| Participant deferral / active EE | $575 | $3,901-85.3% | $3,517-83.7% | $5,287-89.1% |
| Admin fee / account holder | $1,653 | $5,263-68.6% | $4,510-63.4% | $10,133-83.7% |