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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 | $8,458 | $81,331-89.6% | $155,534-94.6% | $80,935-89.6% |
| Participation rate | 58.6% | 66.3%-7.6pp | 78.2%-19.6pp | 67.7%-9.0pp |
| Annual return | 7.57% | 33.37%-25.8pp | 64.92%-57.3pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,135 | $3,454-67.1% | $5,630-79.8% | $4,299-73.6% |
| Admin fee / account holder | $488 | $7,999-93.9% | $15,900-96.9% | $6,924-93.0% |