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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 | $22,190 | $112,121-80.2% | $95,960-76.9% | $158,966-86.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 6.06% | 171.16%-165.1pp | 91.63%-85.6pp | 302.95%-296.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,784 | $4,784-20.9% | $4,167-9.2% | $5,983-36.8% |
| Admin fee / account holder | $108,954 | $10,135+975.0% | $6,797+1503.0% | $11,250+868.5% |