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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 | $30,412 | $91,559-66.8% | $133,971-77.3% | $79,852-61.9% |
| Participation rate | 28.6% | 73.3%-44.8pp | 79.8%-51.3pp | 69.6%-41.1pp |
| Annual return | 5.83% | 61.85%-56.0pp | 45.09%-39.3pp | 31.72%-25.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,139 | $3,734-42.7% | $5,047-57.6% | $3,740-42.8% |
| Admin fee / account holder | $20,689 | $6,321+227.3% | $8,929+131.7% | $5,306+289.9% |