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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 | $6,553 | $61,356-89.3% | $149,696-95.6% | $71,511-90.8% |
| Participation rate | 61.5% | 62.5%-1.1pp | 78.8%-17.3pp | 67.9%-6.5pp |
| Annual return | 12.40% | 35.86%-23.5pp | 134.46%-122.1pp | 28.86%-16.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,242 | $2,920-57.5% | $5,682-78.1% | $4,291-71.1% |
| Admin fee / account holder | $469 | $1,263-62.9% | $13,212-96.5% | $1,588-70.5% |