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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 | $9,251 | $111,830-91.7% | $93,696-90.1% | $145,884-93.7% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 2.00% | 204.08%-202.1pp | 133.74%-131.7pp | 551.85%-549.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,295 | $4,920-73.7% | $4,417-70.7% | $6,690-80.6% |
| Admin fee / account holder | $2,045 | $10,249-80.0% | $8,287-75.3% | $13,392-84.7% |