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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 | $20,848 | $107,421-80.6% | $182,262-88.6% | $94,015-77.8% |
| Participation rate | 59.4% | 77.8%-18.4pp | 84.2%-24.8pp | 70.8%-11.4pp |
| Annual return | 11.14% | 21.32%-10.2pp | 140.60%-129.5pp | 17.84%-6.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,832 | $6,558-11.1% | $8,276-29.5% | $4,249+37.2% |
| Admin fee / account holder | $15,649 | $8,692+80.0% | $16,712-6.4% | $8,951+74.8% |