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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 | $10,172 | $55,437-81.7% | $155,534-93.5% | $74,459-86.3% |
| Participation rate | 47.6% | 61.9%-14.3pp | 78.2%-30.6pp | 67.2%-19.6pp |
| Annual return | 9.48% | 269.58%-260.1pp | 64.92%-55.4pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $640 | $2,266-71.8% | $4,675-86.3% | $2,626-75.6% |
| Participant deferral / active EE | $1,096 | $2,837-61.4% | $5,630-80.5% | $4,350-74.8% |
| Admin fee / account holder | $690 | $1,742-60.4% | $15,900-95.7% | $1,945-64.5% |