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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 | $11,854 | $91,179-87.0% | $178,499-93.4% | $79,852-85.2% |
| Participation rate | 31.1% | 69.2%-38.1pp | 81.9%-50.8pp | 69.6%-38.5pp |
| Annual return | 4.90% | 24.19%-19.3pp | 151.10%-146.2pp | 31.72%-26.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,391 | $3,236-57.0% | $5,202-73.3% | $3,740-62.8% |
| Admin fee / account holder | $742 | $6,749-89.0% | $13,986-94.7% | $5,306-86.0% |