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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 | $5,677 | $58,311-90.3% | $81,882-93.1% | $80,959-93.0% |
| Participation rate | 47.4% | 63.5%-16.0pp | 72.4%-25.0pp | 67.7%-20.2pp |
| Annual return | 10.69% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $930 | $3,287-71.7% | $4,323-78.5% | $4,300-78.4% |
| Admin fee / account holder | $310 | $4,752-93.5% | $7,360-95.8% | $6,925-95.5% |