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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 | $6,830 | $93,064-92.7% | $74,577-90.8% | $273,972-97.5% |
| Participation rate | 35.7% | 74.9%-39.2pp | 68.1%-32.4pp | 83.0%-47.3pp |
| Annual return | 0.33% | 26.18%-25.9pp | 20.47%-20.1pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $792 | $4,160-81.0% | $3,458-77.1% | $5,287-85.0% |
| Admin fee / account holder | $1,431 | $5,273-72.9% | $4,138-65.4% | $10,133-85.9% |