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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 | $9,391 | $111,830-91.6% | $93,696-90.0% | $145,884-93.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 7.74% | 204.08%-196.3pp | 133.74%-126.0pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,816 | $3,093-41.3% | $2,422-25.0% | $4,662-61.1% |
| Participant deferral / active EE | $1,793 | $4,920-63.6% | $4,417-59.4% | $6,690-73.2% |
| Admin fee / account holder | $369 | $10,249-96.4% | $8,287-95.6% | $13,392-97.2% |