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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 | $5,527 | $140,578-96.1% | $100,671-94.5% | $125,389-95.6% |
| Participation rate | 30.0% | 80.4%-50.4pp | 70.7%-40.7pp | 83.2%-53.2pp |
| Annual return | -3.80% | 24.67%-28.5pp | 20.43%-24.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $106 | $3,981-97.3% | $3,144-96.6% | $5,352-98.0% |
| Admin fee / account holder | $347 | $6,716-94.8% | $4,850-92.9% | $9,541-96.4% |