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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 | $13,309 | $84,236-84.2% | $170,435-92.2% | $70,126-81.0% |
| Participation rate | 35.7% | 70.8%-35.1pp | 83.6%-47.9pp | 69.5%-33.8pp |
| Annual return | 11.63% | 23.06%-11.4pp | 205.94%-194.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $501 | $3,387-85.2% | $5,432-90.8% | $2,343-78.6% |
| Participant deferral / active EE | $1,213 | $3,086-60.7% | $4,939-75.4% | $3,332-63.6% |
| Admin fee / account holder | $30,814 | $5,698+440.8% | $13,881+122.0% | $4,645+563.3% |