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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 | $1,097 | $96,558-98.9% | $80,977-98.6% | $273,972-99.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 0.16% | 15.14%-15.0pp | 17.11%-16.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,000 | $6,598+21.3% | $5,696+40.4% | $5,287+51.3% |
| Admin fee / account holder | $46,000 | $7,493+513.9% | $5,517+733.9% | $10,133+354.0% |