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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 | $1,417 | $107,363-98.7% | $92,909-98.5% | $152,897-99.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 9.01% | 145.63%-136.6pp | 109.44%-100.4pp | 345.43%-336.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,595 | $4,848-67.1% | $4,238-62.4% | $5,851-72.7% |
| Admin fee / account holder | $993 | $7,082-86.0% | $5,795-82.9% | $11,599-91.4% |