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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 | $11,515 | $173,526-93.4% | $136,072-91.5% | $145,884-92.1% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.4%-43.1pp | 80.3%-47.0pp |
| Annual return | 6.04% | 1167.12%-1161.1pp | 580.46%-574.4pp | 551.85%-545.8pp |
| Employer contribution / active EE | $3,246 | $5,285-38.6% | $4,216-23.0% | $4,662-30.4% |
| Participant deferral / active EE | $6,030 | $8,711-30.8% | $7,028-14.2% | $6,690-9.9% |
| Admin fee / account holder | $21,844 | $9,665+126.0% | $6,718+225.2% | $13,392+63.1% |