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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 | $13,630 | $48,570-71.9% | $130,660-89.6% | $72,975-81.3% |
| Participation rate | 69.4% | 58.6%+10.9pp | 71.7%-2.3pp | 69.5%0pp |
| Annual return | 14.85% | 38.63%-23.8pp | 1709.29%-1694.4pp | 81.01%-66.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,488 | $2,384-37.6% | $3,603-58.7% | $3,608-58.8% |
| Admin fee / account holder | $310 | $3,549-91.3% | $5,463-94.3% | $5,124-94.0% |