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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 | $16,054 | $85,766-81.3% | $136,298-88.2% | $70,126-77.1% |
| Participation rate | 41.3% | 74.2%-32.9pp | 81.9%-40.6pp | 69.5%-28.2pp |
| Annual return | 11.65% | 31.46%-19.8pp | 5156.27%-5144.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,487 | $5,051-11.2% | $6,247-28.2% | $3,332+34.7% |
| Admin fee / account holder | $15,215 | $5,421+180.7% | $9,244+64.6% | $4,645+227.5% |