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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 | $17,868 | $99,994-82.1% | $146,647-87.8% | $85,851-79.2% |
| Participation rate | 44.7% | 73.1%-28.3pp | 80.1%-35.3pp | 69.3%-24.6pp |
| Annual return | 9.70% | 18.93%-9.2pp | 22.75%-13.0pp | 318.63%-308.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,210 | $4,006-44.8% | $5,506-59.9% | $3,952-44.1% |
| Admin fee / account holder | $13,004 | $7,703+68.8% | $10,281+26.5% | $6,261+107.7% |