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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 | $12,698 | $166,268-92.4% | $165,100-92.3% | $145,897-91.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 2.42% | 100.52%-98.1pp | 70.21%-67.8pp | 552.29%-549.9pp |
| Employer contribution / active EE | $1,251 | $5,284-76.3% | $4,348-71.2% | $4,663-73.2% |
| Participant deferral / active EE | $5,405 | $6,964-22.4% | $6,035-10.4% | $6,689-19.2% |
| Admin fee / account holder | $7,089 | $16,659-57.4% | $12,696-44.2% | $13,390-47.1% |