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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 | $21,254 | $98,240-78.4% | $82,313-74.2% | $147,585-85.6% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 8.31% | 30.85%-22.5pp | 25.88%-17.6pp | 578.58%-570.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,825 | $4,383-35.5% | $3,706-23.8% | $5,439-48.1% |
| Admin fee / account holder | $15,333 | $8,563+79.1% | $5,608+173.4% | $10,886+40.9% |