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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 | $6,256 | $178,174-96.5% | $156,181-96.0% | $137,256-95.4% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 9.31% | 84.19%-74.9pp | 64.87%-55.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,435 | $6,888-64.7% | $6,132-60.3% | $6,407-62.0% |
| Admin fee / account holder | $8,813 | $17,404-49.4% | $14,586-39.6% | $12,270-28.2% |