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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 | $10,117 | $64,705-84.4% | $62,929-83.9% | $67,986-85.1% |
| Participation rate | 42.6% | 65.6%-23.0pp | 73.1%-30.5pp | 57.2%-14.6pp |
| Annual return | 8.97% | 20.31%-11.3pp | 1063.93%-1055.0pp | 31.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,078 | $3,198-66.3% | $3,888-72.3% | $3,358-67.9% |
| Admin fee / account holder | $2,607 | $1,428+82.6% | $5,065-48.5% | $3,203-18.6% |