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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 | $9,620 | $91,198-89.5% | $178,503-94.6% | $79,856-88.0% |
| Participation rate | 23.7% | 69.2%-45.5pp | 81.9%-58.2pp | 69.6%-46.0pp |
| Annual return | 9.64% | 24.20%-14.6pp | 151.12%-141.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $908 | $3,237-71.9% | $5,202-82.5% | $3,741-75.7% |
| Admin fee / account holder | $2,278 | $6,748-66.2% | $13,987-83.7% | $5,306-57.1% |