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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 | $2,035 | $78,672-97.4% | $109,163-98.1% | $85,856-97.6% |
| Participation rate | 6.7% | 68.3%-61.6pp | 75.9%-69.2pp | 69.3%-62.7pp |
| Annual return | -5.57% | 25.09%-30.7pp | 25.75%-31.3pp | 318.58%-324.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $319 | $5,470-94.2% | $6,754-95.3% | $6,261-94.9% |