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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 | $3,350 | $81,358-95.9% | $155,556-97.8% | $80,959-95.9% |
| Participation rate | 64.9% | 66.3%-1.4pp | 78.2%-13.4pp | 67.7%-2.8pp |
| Annual return | 7.67% | 33.39%-25.7pp | 64.84%-57.2pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,407 | $3,455-59.3% | $5,631-75.0% | $4,300-67.3% |
| Admin fee / account holder | $2,246 | $7,994-71.9% | $15,885-85.9% | $6,925-67.6% |