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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 | $7,632 | $115,814-93.4% | $101,275-92.5% | $158,982-95.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 5.20% | 56.16%-51.0pp | 46.48%-41.3pp | 302.99%-297.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,917 | $4,958-61.3% | $4,371-56.1% | $5,983-68.0% |
| Admin fee / account holder | $24,679 | $7,249+240.5% | $5,948+314.9% | $11,252+119.3% |