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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 | $953 | $185,883-99.5% | $170,043-99.4% | $139,466-99.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 5.28% | 60.54%-55.3pp | 53.40%-48.1pp | 373.66%-368.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,910 | $11,626-66.4% | $10,410-62.4% | $6,712-41.7% |
| Admin fee / account holder | $11,171 | $15,393-27.4% | $12,824-12.9% | $11,409-2.1% |