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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 | $11,743 | $118,877-90.1% | $96,570-87.8% | $167,536-93.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 5.75% | 50.50%-44.7pp | 37.79%-32.0pp | 478.82%-473.1pp |
| Employer contribution / active EE | $2,280 | $3,121-26.9% | $2,357-3.3% | $4,839-52.9% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,874 | $8,069-76.8% | $6,182-69.7% | $12,315-84.8% |