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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 | $6,695 | $85,171-92.1% | $172,752-96.1% | $72,975-90.8% |
| Participation rate | 29.4% | 70.1%-40.7pp | 82.6%-53.2pp | 69.5%-40.1pp |
| Annual return | 11.32% | 27.32%-16.0pp | 802.97%-791.7pp | 81.01%-69.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,055 | $3,260-67.6% | $5,198-79.7% | $3,608-70.7% |
| Admin fee / account holder | $2,972 | $5,880-49.5% | $13,955-78.7% | $5,124-42.0% |