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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 | $9,061 | $113,338-92.0% | $94,993-90.5% | $147,586-93.9% |
| Participation rate | 42.9% | 78.0%-35.1pp | 73.9%-31.0pp | 82.8%-40.0pp |
| Annual return | 3.81% | 20.80%-17.0pp | 27.14%-23.3pp | 578.59%-574.8pp |
| Employer contribution / active EE | $511 | $3,160-83.8% | $2,603-80.4% | $4,876-89.5% |
| Participant deferral / active EE | $2,473 | $3,777-34.5% | $3,317-25.4% | $5,439-54.5% |
| Admin fee / account holder | $45,688 | $6,063+653.6% | $4,960+821.1% | $10,886+319.7% |