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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 | $9,785 | $111,785-91.2% | $93,669-89.6% | $145,877-93.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 7.12% | 203.79%-196.7pp | 133.59%-126.5pp | 551.28%-544.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,945 | $4,919-60.5% | $4,416-56.0% | $6,691-70.9% |
| Admin fee / account holder | $1,177 | $10,256-88.5% | $8,291-85.8% | $13,402-91.2% |