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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 | $19,188 | $85,766-77.6% | $136,298-85.9% | $70,126-72.6% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 11.98% | 31.46%-19.5pp | 5156.27%-5144.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,062 | $2,966-30.5% | $4,696-56.1% | $2,343-12.0% |
| Participant deferral / active EE | $3,731 | $5,051-26.1% | $6,247-40.3% | $3,332+12.0% |
| Admin fee / account holder | $26,825 | $5,421+394.9% | $9,244+190.2% | $4,645+477.5% |