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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 | $16,439 | $166,242-90.1% | $165,071-90.0% | $145,884-88.7% |
| Participation rate | 47.8% | 82.0%-34.2pp | 78.6%-30.8pp | 80.3%-32.5pp |
| Annual return | 6.34% | 100.44%-94.1pp | 70.17%-63.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $2,324 | $5,283-56.0% | $4,347-46.5% | $4,662-50.1% |
| Participant deferral / active EE | $2,852 | $6,964-59.0% | $6,035-52.7% | $6,690-57.4% |
| Admin fee / account holder | $4,297 | $16,658-74.2% | $12,695-66.1% | $13,392-67.9% |