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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 | $8,107 | $48,337-83.2% | $67,560-88.0% | $80,959-90.0% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.7%-34.3pp |
| Annual return | 4.59% | 18.26%-13.7pp | 3533.50%-3528.9pp | 35.67%-31.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,246 | $2,928-57.5% | $4,004-68.9% | $4,300-71.0% |
| Admin fee / account holder | $11,353 | $3,695+207.2% | $3,994+184.3% | $6,925+63.9% |