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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 | $8,752 | $63,773-86.3% | $81,286-89.2% | $80,925-89.2% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.7%-67.7pp |
| Annual return | 9.77% | 16.37%-6.6pp | 24.80%-15.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $917 | $1,979-53.7% | $2,463-62.8% | $2,756-66.7% |
| Participant deferral / active EE | $1,423 | $3,093-54.0% | $3,883-63.4% | $4,299-66.9% |
| Admin fee / account holder | $2,501 | $5,682-56.0% | $5,764-56.6% | $6,940-64.0% |