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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 | $3,692 | $55,437-93.3% | $155,534-97.6% | $74,459-95.0% |
| Participation rate | 4.7% | 61.9%-57.2pp | 78.2%-73.6pp | 67.2%-62.6pp |
| Annual return | 2.40% | 269.58%-267.2pp | 64.92%-62.5pp | 1369.70%-1367.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $356 | $1,742-79.6% | $15,900-97.8% | $1,945-81.7% |