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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 | $5,947 | $202,440-97.1% | $169,390-96.5% | $139,466-95.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 8.84% | 532.36%-523.5pp | 406.07%-397.2pp | 373.66%-364.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,040 | $6,940+1.4% | $6,222+13.1% | $6,712+4.9% |
| Admin fee / account holder | $56,533 | $10,722+427.2% | $9,015+527.1% | $11,409+395.5% |