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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 | $3,730 | $127,100-97.1% | $105,738-96.5% | $135,379-97.2% |
| Participation rate | 46.7% | 82.7%-36.0pp | 76.3%-29.7pp | 82.6%-36.0pp |
| Annual return | -9.65% | 4.49%-14.1pp | 6.27%-15.9pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,010 | $4,107-75.4% | $3,268-69.1% | $4,779-78.9% |
| Participant deferral / active EE | $1,319 | $5,064-74.0% | $4,080-67.7% | $5,609-76.5% |
| Admin fee / account holder | $1,759 | $9,087-80.6% | $6,913-74.6% | $10,828-83.8% |