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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 | $19,365 | $112,121-82.7% | $95,960-79.8% | $158,966-87.8% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 3.58% | 171.16%-167.6pp | 91.63%-88.0pp | 302.95%-299.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,128 | $4,784-34.6% | $4,167-24.9% | $5,983-47.7% |
| Admin fee / account holder | $7,143 | $10,135-29.5% | $6,797+5.1% | $11,250-36.5% |