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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 | $10,117 | $63,433-84.1% | $63,803-84.1% | $64,097-84.2% |
| Participation rate | 42.6% | 65.0%-22.4pp | 72.7%-30.1pp | 55.2%-12.6pp |
| Annual return | 8.97% | 20.74%-11.8pp | 543.72%-534.8pp | 34.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,078 | $3,119-65.4% | $3,843-71.9% | $3,080-65.0% |
| Admin fee / account holder | $2,607 | $1,489+75.0% | $5,196-49.8% | $3,454-24.5% |