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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 | $7,118 | $98,776-92.8% | $149,745-95.2% | $79,856-91.1% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 11.46% | 27.38%-15.9pp | 276.72%-265.3pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,933 | $5,681-30.8% | $6,843-42.5% | $3,741+5.1% |
| Admin fee / account holder | $2,987 | $6,053-50.7% | $9,312-67.9% | $5,306-43.7% |