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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 | $6,892 | $95,188-92.8% | $76,518-91.0% | $135,380-94.9% |
| Participation rate | 26.1% | 74.4%-48.3pp | 68.0%-41.9pp | 82.6%-56.6pp |
| Annual return | -23.23% | 4.85%-28.1pp | -0.27%-23.0pp | 519.81%-543.0pp |
| Employer contribution / active EE | $321 | $3,303-90.3% | $2,647-87.9% | $4,779-93.3% |
| Participant deferral / active EE | $655 | $4,640-85.9% | $3,836-82.9% | $5,609-88.3% |
| Admin fee / account holder | $312 | $6,249-95.0% | $4,849-93.6% | $10,828-97.1% |