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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 | $2,713 | $72,272-96.2% | $101,264-97.3% | $79,858-96.6% |
| Participation rate | 17.2% | 68.5%-51.2pp | 75.8%-58.6pp | 69.6%-52.4pp |
| Annual return | 7.65% | 22.30%-14.6pp | 46.48%-38.8pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,030 | $2,692-61.7% | $3,660-71.9% | $2,471-58.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $300 | $4,401-93.2% | $5,947-94.9% | $5,306-94.3% |