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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 | $68,097-98.0% | $62,929-97.9% | $137,256-99.0% |
| Participation rate | 64.3% | 77.4%-13.2pp | 73.1%-8.8pp | 80.0%-15.7pp |
| Annual return | 1.03% | 1859.11%-1858.1pp | 1063.93%-1062.9pp | 220.34%-219.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,453 | $4,553-68.1% | $3,888-62.6% | $6,407-77.3% |
| Admin fee / account holder | $407 | $6,521-93.8% | $5,065-92.0% | $12,270-96.7% |