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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 | $26,908 | $78,428-65.7% | $95,960-72.0% | $79,852-66.3% |
| Participation rate | 46.2% | 73.5%-27.3pp | 77.1%-30.9pp | 69.6%-23.5pp |
| Annual return | 9.49% | 19.37%-9.9pp | 91.63%-82.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,764 | $3,440-48.7% | $4,167-57.7% | $3,740-52.9% |
| Admin fee / account holder | $11,804 | $5,622+109.9% | $6,797+73.7% | $5,306+122.4% |