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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 | $8,601 | $180,749-95.2% | $160,784-94.7% | $137,256-93.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 4.61% | 2234.46%-2229.9pp | 1803.92%-1799.3pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,552 | $6,844-18.9% | $6,293-11.8% | $6,407-13.3% |
| Admin fee / account holder | $82,491 | $10,397+693.4% | $9,717+748.9% | $12,270+572.3% |