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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 | $14,291 | $78,707-81.8% | $117,861-87.9% | $70,126-79.6% |
| Participation rate | 55.6% | 73.2%-17.6pp | 79.7%-24.1pp | 69.5%-14.0pp |
| Annual return | 11.90% | 23.30%-11.4pp | 335.11%-323.2pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,806 | $3,297-14.9% | $4,482-37.4% | $3,332-15.8% |
| Admin fee / account holder | $2,490 | $5,066-50.8% | $8,021-69.0% | $4,645-46.4% |