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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 | $13,459 | $59,448-77.4% | $93,696-85.6% | $74,459-81.9% |
| Participation rate | 62.5% | 59.6%+2.9pp | 68.7%-6.2pp | 67.2%-4.7pp |
| Annual return | 10.09% | 82.11%-72.0pp | 133.74%-123.7pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,527 | $3,052-17.2% | $4,417-42.8% | $4,350-41.9% |
| Admin fee / account holder | $3,468 | $3,027+14.6% | $8,287-58.1% | $1,945+78.3% |