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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 | $24,773 | $108,825-77.2% | $156,181-84.1% | $82,448-70.0% |
| Participation rate | 42.4% | 72.4%-30.0pp | 78.8%-36.5pp | 68.1%-25.7pp |
| Annual return | 11.20% | 20.59%-9.4pp | 64.87%-53.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,351 | $4,577-48.6% | $6,132-61.7% | $4,139-43.2% |
| Admin fee / account holder | $24,517 | $9,341+162.5% | $14,586+68.1% | $7,234+238.9% |