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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 | $5,982 | $176,794-96.6% | $146,647-95.9% | $167,553-96.4% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | -2.78% | 24.04%-26.8pp | 22.75%-25.5pp | 478.89%-481.7pp |
| Employer contribution / active EE | $1,176 | $5,161-77.2% | $4,137-71.6% | $4,840-75.7% |
| Participant deferral / active EE | $3,026 | $6,440-53.0% | $5,506-45.0% | $6,343-52.3% |
| Admin fee / account holder | $661 | $13,262-95.0% | $10,281-93.6% | $12,316-94.6% |