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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 | $15,760 | $91,559-82.8% | $133,971-88.2% | $79,852-80.3% |
| Participation rate | 58.1% | 73.3%-15.2pp | 79.8%-21.7pp | 69.6%-11.5pp |
| Annual return | 7.81% | 61.85%-54.0pp | 45.09%-37.3pp | 31.72%-23.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,191 | $3,734-41.3% | $5,047-56.6% | $3,740-41.4% |
| Admin fee / account holder | $14,931 | $6,321+136.2% | $8,929+67.2% | $5,306+181.4% |