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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 | $21,920 | $157,304-86.1% | $141,197-84.5% | $152,909-85.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 13.54% | 64.34%-50.8pp | 71.41%-57.9pp | 345.46%-331.9pp |
| Employer contribution / active EE | $2,037 | $5,263-61.3% | $4,736-57.0% | $4,764-57.2% |
| Participant deferral / active EE | $5,478 | $7,111-23.0% | $6,710-18.4% | $5,851-6.4% |
| Admin fee / account holder | $78,947 | $12,126+551.1% | $10,265+669.1% | $11,601+580.5% |