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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 | $9,976 | $60,119-83.4% | $90,430-89.0% | $79,858-87.5% |
| Participation rate | 51.9% | 65.0%-13.1pp | 72.7%-20.8pp | 69.6%-17.8pp |
| Annual return | 9.82% | 71.94%-62.1pp | 1293.73%-1283.9pp | 31.72%-21.9pp |
| Employer contribution / active EE | $608 | $2,068-70.6% | $3,262-81.4% | $2,471-75.4% |
| Participant deferral / active EE | $1,528 | $2,938-48.0% | $3,963-61.4% | $3,740-59.1% |
| Admin fee / account holder | $3,016 | $3,976-24.2% | $5,613-46.3% | $5,306-43.2% |