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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 | $3,986 | $77,814-94.9% | $158,223-97.5% | $86,983-95.4% |
| Participation rate | 16.7% | 68.4%-51.7pp | 79.2%-62.5pp | 69.5%-52.9pp |
| Annual return | 8.69% | 30.54%-21.9pp | 52.09%-43.4pp | 25.83%-17.1pp |
| Employer contribution / active EE | $272 | $2,592-89.5% | $4,109-93.4% | $2,584-89.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,190 | $5,879-79.8% | $16,047-92.6% | $7,856-84.9% |