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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 | $21,406 | $85,766-75.0% | $136,298-84.3% | $70,126-69.5% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 13.22% | 31.46%-18.2pp | 5156.27%-5143.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,369 | $5,051-33.3% | $6,247-46.1% | $3,332+1.1% |
| Admin fee / account holder | $660 | $5,421-87.8% | $9,244-92.9% | $4,645-85.8% |