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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 | $12,140 | $51,736-76.5% | $120,225-89.9% | $67,986-82.1% |
| Participation rate | 38.6% | 46.1%-7.5pp | 69.6%-31.0pp | 57.2%-18.6pp |
| Annual return | 7.19% | 31.98%-24.8pp | 439.23%-432.0pp | 31.67%-24.5pp |
| Employer contribution / active EE | $702 | $1,071-34.5% | $3,475-79.8% | $2,019-65.2% |
| Participant deferral / active EE | $925 | $2,206-58.1% | $3,999-76.9% | $3,358-72.5% |
| Admin fee / account holder | $3,865 | $4,159-7.1% | $5,696-32.2% | $3,203+20.7% |