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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 | $3,658 | $65,685-94.4% | $57,183-93.6% | $273,970-98.7% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | 0.36% | 21.99%-21.6pp | 14.59%-14.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,492 | $3,781-60.5% | $3,096-51.8% | $5,287-71.8% |
| Admin fee / account holder | $1,713 | $4,835-64.6% | $3,139-45.4% | $10,132-83.1% |