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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 | $8,430 | $100,938-91.6% | $90,461-90.7% | $158,982-94.7% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.7%-11.6pp | 82.0%-20.9pp |
| Annual return | 5.12% | 1727.20%-1722.1pp | 1294.76%-1289.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,223 | $4,350-48.9% | $3,964-43.9% | $5,983-62.9% |
| Admin fee / account holder | $8,043 | $6,510+23.6% | $5,617+43.2% | $11,252-28.5% |