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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 | $3,104 | $76,407-95.9% | $150,298-97.9% | $82,448-96.2% |
| Participation rate | 65.3% | 66.4%-1.1pp | 77.8%-12.5pp | 68.1%-2.8pp |
| Annual return | 11.67% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $932 | $3,214-71.0% | $5,453-82.9% | $4,139-77.5% |
| Admin fee / account holder | $964 | $6,352-84.8% | $14,116-93.2% | $7,234-86.7% |