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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 | $16,486 | $157,304-89.5% | $141,197-88.3% | $152,909-89.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 13.16% | 64.34%-51.2pp | 71.41%-58.2pp | 345.46%-332.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,631 | $7,111+63.6% | $6,710+73.3% | $5,851+98.8% |
| Admin fee / account holder | $19,811 | $12,126+63.4% | $10,265+93.0% | $11,601+70.8% |