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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 | $15,846 | $124,330-87.3% | $109,173-85.5% | $167,536-90.5% |
| Participation rate | 53.3% | 79.5%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 7.75% | 26.04%-18.3pp | 25.75%-18.0pp | 478.82%-471.1pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $697 | $7,974-91.3% | $6,755-89.7% | $12,315-94.3% |