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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 | $4,885 | $105,623-95.4% | $87,502-94.4% | $273,972-98.2% |
| Participation rate | 14.3% | 78.2%-63.9pp | 73.8%-59.6pp | 83.0%-68.7pp |
| Annual return | -10.57% | 12.26%-22.8pp | 12.21%-22.8pp | 41.46%-52.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $438 | $3,601-87.8% | $3,149-86.1% | $5,287-91.7% |
| Admin fee / account holder | $901 | $4,781-81.1% | $4,221-78.6% | $10,133-91.1% |