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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 | $50 | $97,125-99.9% | $86,233-99.9% | $137,256-100.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 10.44% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $848 | $5,180-83.6% | $4,559-81.4% | $6,407-86.8% |
| Admin fee / account holder | $18,546 | $9,725+90.7% | $8,342+122.3% | $12,270+51.1% |