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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 | $18,619 | $102,429-81.8% | $147,096-87.3% | $80,925-77.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 10.87% | 135.02%-124.2pp | 419.75%-408.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,003 | $6,649-54.8% | $8,071-62.8% | $4,299-30.1% |
| Admin fee / account holder | $1,060 | $7,957-86.7% | $13,005-91.8% | $6,940-84.7% |