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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 | $2,704 | $69,248-96.1% | $64,101-95.8% | $139,466-98.1% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 7.53% | 45.95%-38.4pp | 33.72%-26.2pp | 373.66%-366.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,428 | $4,682-69.5% | $3,881-63.2% | $6,712-78.7% |
| Admin fee / account holder | $1,069 | $4,247-74.8% | $3,070-65.2% | $11,409-90.6% |