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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 | $3,578 | $162,136-97.8% | $152,301-97.7% | $154,746-97.7% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 7.31% | 91.02%-83.7pp | 80.50%-73.2pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,732 | $8,341-55.3% | $8,004-53.4% | $6,730-44.6% |
| Admin fee / account holder | $97,473 | $15,759+518.5% | $14,398+577.0% | $14,365+578.5% |