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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 | $4,693 | $107,941-95.7% | $91,994-94.9% | $152,897-96.9% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 10.84% | 89.28%-78.4pp | 69.04%-58.2pp | 345.43%-334.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,245 | $6,366-64.7% | $5,924-62.1% | $5,851-61.6% |
| Admin fee / account holder | $3,330 | $10,521-68.4% | $7,744-57.0% | $11,599-71.3% |