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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 | $22,074 | $59,467-62.9% | $93,727-76.4% | $74,478-70.4% |
| Participation rate | 45.7% | 59.6%-13.9pp | 68.7%-23.0pp | 67.2%-21.5pp |
| Annual return | 7.11% | 82.14%-75.0pp | 133.83%-126.7pp | 1370.56%-1363.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,901 | $3,052-4.9% | $4,417-34.3% | $4,350-33.3% |
| Admin fee / account holder | $1,623 | $3,028-46.4% | $8,292-80.4% | $1,946-16.6% |