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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 | $14,981 | $107,368-86.0% | $92,915-83.9% | $152,909-90.2% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 6.88% | 145.64%-138.8pp | 109.45%-102.6pp | 345.46%-338.6pp |
| Employer contribution / active EE | $828 | $4,222-80.4% | $3,653-77.3% | $4,764-82.6% |
| Participant deferral / active EE | $1,419 | $4,848-70.7% | $4,238-66.5% | $5,851-75.8% |
| Admin fee / account holder | $25,437 | $7,082+259.2% | $5,796+338.9% | $11,601+119.3% |