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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 | $25,290 | $152,592-83.4% | $125,180-79.8% | $152,885-83.5% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 9.39% | 54.84%-45.5pp | 43.79%-34.4pp | 345.39%-336.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,006 | $5,868-65.8% | $4,937-59.4% | $5,851-65.7% |
| Admin fee / account holder | $78,471 | $13,435+484.1% | $9,703+708.8% | $11,598+576.6% |