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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 | $28,566 | $78,705-63.7% | $117,860-75.8% | $70,124-59.3% |
| Participation rate | 51.6% | 73.2%-21.6pp | 79.7%-28.1pp | 69.5%-17.9pp |
| Annual return | 11.30% | 23.30%-12.0pp | 335.10%-323.8pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,990 | $3,297-39.6% | $4,482-55.6% | $3,332-40.3% |
| Admin fee / account holder | $13,013 | $5,065+156.9% | $8,021+62.3% | $4,645+180.1% |