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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 | $6,410 | $211,239-97.0% | $178,528-96.4% | $145,877-95.6% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 5.46% | 30.22%-24.8pp | 27.11%-21.7pp | 551.28%-545.8pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,302 | $6,963-81.3% | $6,278-79.3% | $6,691-80.5% |
| Admin fee / account holder | $4,279 | $12,095-64.6% | $10,419-58.9% | $13,402-68.1% |