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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 | $13,735 | $53,128-74.1% | $86,582-84.1% | $70,126-80.4% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 7.93% | 27.66%-19.7pp | 965.08%-957.1pp | 73.15%-65.2pp |
| Employer contribution / active EE | $563 | $2,068-72.8% | $2,839-80.2% | $2,343-76.0% |
| Participant deferral / active EE | $1,312 | $2,695-51.3% | $3,609-63.6% | $3,332-60.6% |
| Admin fee / account holder | $1,898 | $3,584-47.0% | $4,904-61.3% | $4,645-59.1% |