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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 | $726 | $37,156-98.0% | $83,854-99.1% | $86,983-99.2% |
| Participation rate | 3.7% | 49.1%-45.3pp | 59.1%-55.4pp | 69.5%-65.8pp |
| Annual return | 12.75% | 29.88%-17.1pp | 31.39%-18.6pp | 25.83%-13.1pp |
| Employer contribution / active EE | $155 | $661-76.6% | $1,017-84.8% | $2,584-94.0% |
| Participant deferral / active EE | $307 | $1,418-78.3% | $2,035-84.9% | $4,194-92.7% |
| Admin fee / account holder | $30,347 | $2,510+1109.2% | $3,197+849.3% | $7,856+286.3% |