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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 | $8,616 | $86,294-90.0% | $111,303-92.3% | $85,856-90.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.7pp |
| Annual return | 9.62% | 19.99%-10.4pp | 54.66%-45.0pp | 318.58%-309.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,097 | $3,641-14.9% | $4,487-31.0% | $3,952-21.6% |
| Admin fee / account holder | $420 | $8,189-94.9% | $7,966-94.7% | $6,261-93.3% |