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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 | $9,878 | $110,240-91.0% | $96,544-89.8% | $139,487-92.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 3.28% | 26.41%-23.1pp | 25.88%-22.6pp | 373.84%-370.6pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,878 | $5,549-66.2% | $4,851-61.3% | $6,713-72.0% |
| Admin fee / account holder | $44,678 | $11,602+285.1% | $8,254+441.3% | $11,407+291.7% |