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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 | $6,977 | $81,233-91.4% | $155,567-95.5% | $80,874-91.4% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.3pp | 67.6%-38.8pp |
| Annual return | 4.13% | 33.33%-29.2pp | 64.74%-60.6pp | 35.62%-31.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $911 | $3,452-73.6% | $5,628-83.8% | $4,297-78.8% |
| Admin fee / account holder | $6,705 | $7,998-16.2% | $15,916-57.9% | $6,935-3.3% |