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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 | $48,284-83.2% | $67,524-88.0% | $80,911-90.0% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.6%-34.3pp |
| Annual return | 4.59% | 18.27%-13.7pp | 3519.41%-3514.8pp | 35.63%-31.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,246 | $2,927-57.4% | $4,001-68.9% | $4,297-71.0% |
| Admin fee / account holder | $11,353 | $3,688+207.8% | $4,001+183.8% | $6,935+63.7% |