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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 | $8,554 | $111,787-92.3% | $93,681-90.9% | $145,978-94.1% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 3.48% | 203.52%-200.0pp | 133.47%-130.0pp | 550.52%-547.0pp |
| Employer contribution / active EE | $1,024 | $3,093-66.9% | $2,422-57.7% | $4,662-78.0% |
| Participant deferral / active EE | $2,089 | $4,918-57.5% | $4,415-52.7% | $6,690-68.8% |
| Admin fee / account holder | $349 | $10,256-96.6% | $8,290-95.8% | $13,400-97.4% |