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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 | $36,203 | $125,797-71.2% | $170,028-78.7% | $75,181-51.8% |
| Participation rate | 42.9% | 83.6%-40.7pp | 87.0%-44.1pp | 67.2%-24.3pp |
| Annual return | 10.23% | 27.20%-17.0pp | 53.39%-43.2pp | 160.69%-150.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,584 | $6,838-18.3% | $10,409-46.4% | $4,126+35.3% |
| Admin fee / account holder | $1,131 | $8,177-86.2% | $12,820-91.2% | $5,650-80.0% |