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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 | $15,522 | $162,812-90.5% | $133,971-88.4% | $158,966-90.2% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 1.27% | 41.94%-40.7pp | 45.09%-43.8pp | 302.95%-301.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,480 | $5,910+9.6% | $5,047+28.4% | $5,983+8.3% |
| Admin fee / account holder | $7,708 | $11,741-34.3% | $8,929-13.7% | $11,250-31.5% |