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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 | $1,341 | $76,368-98.2% | $67,681-98.0% | $154,746-99.1% |
| Participation rate | 64.3% | 79.0%-14.7pp | 73.7%-9.4pp | 80.7%-16.4pp |
| Annual return | 1.03% | 1066.77%-1065.7pp | 590.58%-589.6pp | 172.34%-171.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,453 | $4,824-69.9% | $3,976-63.5% | $6,730-78.4% |
| Admin fee / account holder | $407 | $8,559-95.2% | $6,100-93.3% | $14,365-97.2% |