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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 | $14,065 | $115,814-87.9% | $101,275-86.1% | $158,982-91.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 7.09% | 56.16%-49.1pp | 46.48%-39.4pp | 302.99%-295.9pp |
| Employer contribution / active EE | $8,514 | $4,176+103.9% | $3,660+132.6% | $4,763+78.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,504 | $7,249-51.7% | $5,948-41.1% | $11,252-68.9% |