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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 | $26,657 | $96,731-72.4% | $123,973-78.5% | $86,983-69.4% |
| Participation rate | 60.0% | 70.0%-10.0pp | 76.7%-16.7pp | 69.5%-9.5pp |
| Annual return | 1.21% | 17.33%-16.1pp | 388.13%-386.9pp | 25.83%-24.6pp |
| Employer contribution / active EE | $6,106 | $3,297+85.2% | $4,126+48.0% | $2,584+136.2% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,484 | $8,722-37.1% | $11,799-53.5% | $7,856-30.2% |