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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 | $12,744 | $91,179-86.0% | $178,499-92.9% | $79,852-84.0% |
| Participation rate | 48.1% | 69.2%-21.1pp | 81.9%-33.8pp | 69.6%-21.5pp |
| Annual return | 4.66% | 24.19%-19.5pp | 151.10%-146.4pp | 31.72%-27.1pp |
| Employer contribution / active EE | $2,791 | $3,256-14.3% | $5,011-44.3% | $2,471+12.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,046 | $6,749+19.2% | $13,986-42.5% | $5,306+51.6% |