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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 | $32,161 | $101,653-68.4% | $147,080-78.1% | $74,459-56.8% |
| Participation rate | 14.0% | 75.6%-61.6pp | 82.2%-68.2pp | 67.2%-53.2pp |
| Annual return | 5.22% | 8754.98%-8749.8pp | 420.17%-415.0pp | 1369.70%-1364.5pp |
| Employer contribution / active EE | $2,942 | $3,813-22.8% | $4,933-40.4% | $2,626+12.0% |
| Participant deferral / active EE | $5,302 | $7,304-27.4% | $8,066-34.3% | $4,350+21.9% |
| Admin fee / account holder | $102,384 | $1,752+5745.5% | $12,989+688.2% | $1,945+5164.6% |