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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 | $13,782 | $107,363-87.2% | $92,909-85.2% | $152,897-91.0% |
| Participation rate | 45.8% | 79.8%-34.0pp | 76.0%-30.2pp | 82.5%-36.6pp |
| Annual return | 7.68% | 145.63%-137.9pp | 109.44%-101.8pp | 345.43%-337.7pp |
| Employer contribution / active EE | $988 | $4,222-76.6% | $3,653-72.9% | $4,764-79.3% |
| Participant deferral / active EE | $4,096 | $4,848-15.5% | $4,238-3.4% | $5,851-30.0% |
| Admin fee / account holder | $2,106 | $7,082-70.3% | $5,795-63.7% | $11,599-81.8% |