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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 | $4,983 | $95,383-94.8% | $185,837-97.3% | $85,856-94.2% |
| Participation rate | 25.0% | 68.8%-43.8pp | 81.7%-56.7pp | 69.3%-44.3pp |
| Annual return | 11.28% | 23.59%-12.3pp | 122.08%-110.8pp | 318.58%-307.3pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,739 | $3,423-20.0% | $5,568-50.8% | $3,952-30.7% |
| Admin fee / account holder | $970 | $7,213-86.6% | $16,241-94.0% | $6,261-84.5% |