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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 | $4,070 | $90,486-95.5% | $78,676-94.8% | $273,972-98.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 0.97% | 75.62%-74.7pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $755 | $3,901-80.6% | $3,517-78.5% | $5,287-85.7% |
| Admin fee / account holder | $9,925 | $5,263+88.6% | $4,510+120.1% | $10,133-2.0% |