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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 | $2,552 | $97,125-97.4% | $86,233-97.0% | $137,256-98.1% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | 6.13% | 74.19%-68.1pp | 61.39%-55.3pp | 220.34%-214.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $874 | $5,180-83.1% | $4,559-80.8% | $6,407-86.4% |
| Admin fee / account holder | $703 | $9,725-92.8% | $8,342-91.6% | $12,270-94.3% |