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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 | $5,981 | $101,063-94.1% | $81,473-92.7% | $147,586-95.9% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 7.78% | 32.41%-24.6pp | 38.78%-31.0pp | 578.59%-570.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,110 | $4,242-73.8% | $3,537-68.6% | $5,439-79.6% |
| Admin fee / account holder | $3,359 | $5,812-42.2% | $4,561-26.4% | $10,886-69.1% |