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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 | $6,090 | $114,013-94.7% | $103,693-94.1% | $155,188-96.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 3.25% | 49.31%-46.1pp | 47.61%-44.4pp | 148.84%-145.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,109 | $4,970-57.6% | $4,579-54.0% | $6,531-67.7% |
| Admin fee / account holder | $28,318 | $8,407+236.8% | $7,858+260.4% | $14,480+95.6% |