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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 | $15,512 | $85,766-81.9% | $136,298-88.6% | $70,126-77.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 11.94% | 31.46%-19.5pp | 5156.27%-5144.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,642 | $5,051-27.9% | $6,247-41.7% | $3,332+9.3% |
| Admin fee / account holder | $7,226 | $5,421+33.3% | $9,244-21.8% | $4,645+55.5% |