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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 | $28,174 | $78,707-64.2% | $117,861-76.1% | $70,126-59.8% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 11.08% | 23.30%-12.2pp | 335.11%-324.0pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,539 | $3,297-53.3% | $4,482-65.7% | $3,332-53.8% |
| Admin fee / account holder | $8,342 | $5,066+64.7% | $8,021+4.0% | $4,645+79.6% |