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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 | $11,876 | $85,171-86.1% | $172,753-93.1% | $72,976-83.7% |
| Participation rate | 57.9% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.6pp |
| Annual return | 13.78% | 27.32%-13.5pp | 803.00%-789.2pp | 81.02%-67.2pp |
| Employer contribution / active EE | $673 | $3,324-79.8% | $5,144-86.9% | $2,440-72.4% |
| Participant deferral / active EE | $2,109 | $3,260-35.3% | $5,198-59.4% | $3,608-41.5% |
| Admin fee / account holder | $702 | $5,880-88.1% | $13,956-95.0% | $5,124-86.3% |