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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 | $12,373 | $91,179-86.4% | $178,499-93.1% | $79,852-84.5% |
| Participation rate | 13.3% | 69.2%-55.9pp | 81.9%-68.6pp | 69.6%-56.3pp |
| Annual return | 8.64% | 24.19%-15.6pp | 151.10%-142.5pp | 31.72%-23.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $919 | $3,236-71.6% | $5,202-82.3% | $3,740-75.4% |
| Admin fee / account holder | $1,241 | $6,749-81.6% | $13,986-91.1% | $5,306-76.6% |