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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 | $24,571 | $59,456-58.7% | $93,669-73.8% | $74,429-67.0% |
| Participation rate | 39.7% | 59.6%-19.9pp | 68.7%-29.0pp | 67.2%-27.5pp |
| Annual return | 8.18% | 82.00%-73.8pp | 133.59%-125.4pp | 1368.38%-1360.2pp |
| Employer contribution / active EE | $723 | $1,266-42.9% | $2,424-70.2% | $2,625-72.4% |
| Participant deferral / active EE | $2,064 | $3,052-32.4% | $4,416-53.3% | $4,348-52.5% |
| Admin fee / account holder | $8,292 | $3,026+174.1% | $8,2910% | $1,944+326.5% |