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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 | $2,208 | $172,111-98.7% | $150,298-98.5% | $137,256-98.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 7.06% | 69.37%-62.3pp | 62.79%-55.7pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,001 | $6,166-51.3% | $5,453-45.0% | $6,407-53.2% |
| Admin fee / account holder | $1,199 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |