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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 | $14,354 | $176,838-91.9% | $146,685-90.2% | $167,518-91.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 5.24% | 24.04%-18.8pp | 22.75%-17.5pp | 478.71%-473.5pp |
| Employer contribution / active EE | $2,646 | $5,161-48.7% | $4,137-36.0% | $4,838-45.3% |
| Participant deferral / active EE | $4,990 | $6,441-22.5% | $5,507-9.4% | $6,342-21.3% |
| Admin fee / account holder | $49,576 | $13,262+273.8% | $10,281+382.2% | $12,312+302.6% |