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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 | $5,829 | $116,360-95.0% | $65,566-91.1% | $139,466-95.8% |
| Participation rate | 36.4% | 67.8%-31.4pp | 64.9%-28.6pp | 80.3%-44.0pp |
| Annual return | 1.72% | 31.23%-29.5pp | 47.40%-45.7pp | 373.66%-371.9pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,011 | $4,242-76.2% | $2,832-64.3% | $6,712-84.9% |
| Admin fee / account holder | $25,589 | $6,701+281.9% | $4,114+522.0% | $11,409+124.3% |