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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 | $19,103 | $196,972-90.3% | $182,262-89.5% | $198,609-90.4% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 0.47% | 158.27%-157.8pp | 140.60%-140.1pp | 202.70%-202.2pp |
| Employer contribution / active EE | $2,063 | $5,364-61.5% | $5,046-59.1% | $5,055-59.2% |
| Participant deferral / active EE | $5,472 | $8,643-36.7% | $8,276-33.9% | $6,977-21.6% |
| Admin fee / account holder | $18,263 | $18,429-0.9% | $16,712+9.3% | $19,030-4.0% |