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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 | $11,223 | $99,009-88.7% | $86,581-87.0% | $147,585-92.4% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 5.95% | 1312.70%-1306.7pp | 965.06%-959.1pp | 578.58%-572.6pp |
| Employer contribution / active EE | $1,525 | $3,132-51.3% | $2,840-46.3% | $4,876-68.7% |
| Participant deferral / active EE | $1,128 | $3,972-71.6% | $3,609-68.7% | $5,439-79.3% |
| Admin fee / account holder | $2,994 | $5,709-47.6% | $4,904-39.0% | $10,886-72.5% |