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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 | $2,805 | $100,139-97.2% | $85,187-96.7% | $145,884-98.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 4.93% | 84.15%-79.2pp | 66.67%-61.7pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,288 | $5,296-75.7% | $4,525-71.5% | $6,690-80.8% |
| Admin fee / account holder | $5,015 | $7,262-30.9% | $6,162-18.6% | $13,392-62.6% |