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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 | $14,318 | $208,088-93.1% | $186,193-92.3% | $154,746-90.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 5.68% | 89.97%-84.3pp | 78.03%-72.4pp | 172.34%-166.7pp |
| Employer contribution / active EE | $879 | $4,340-79.8% | $3,918-77.6% | $4,379-79.9% |
| Participant deferral / active EE | $1,539 | $7,078-78.3% | $6,513-76.4% | $6,730-77.1% |
| Admin fee / account holder | $1,609 | $11,698-86.2% | $11,058-85.4% | $14,365-88.8% |