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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 | $16,041 | $150,346-89.3% | $120,524-86.7% | $145,877-89.0% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.2pp |
| Annual return | 3.12% | 154.40%-151.3pp | 107.36%-104.2pp | 551.28%-548.2pp |
| Employer contribution / active EE | $896 | $4,353-79.4% | $3,469-74.2% | $4,663-80.8% |
| Participant deferral / active EE | $2,853 | $6,172-53.8% | $4,994-42.9% | $6,691-57.4% |
| Admin fee / account holder | $50,008 | $12,215+309.4% | $9,440+429.8% | $13,402+273.1% |