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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 | $6,055 | $124,425-95.1% | $112,040-94.6% | $137,256-95.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 7.17% | 24.72%-17.5pp | 24.52%-17.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,819 | $5,718+1.8% | $5,098+14.2% | $6,407-9.2% |
| Admin fee / account holder | $62,459 | $15,207+310.7% | $12,098+416.3% | $12,270+409.0% |