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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 | $225,673-93.7% | $203,872-93.0% | $155,188-90.8% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 5.68% | 95.91%-90.2pp | 85.11%-79.4pp | 148.84%-143.2pp |
| Employer contribution / active EE | $879 | $4,099-78.6% | $3,757-76.6% | $4,248-79.3% |
| Participant deferral / active EE | $1,539 | $6,893-77.7% | $6,388-75.9% | $6,531-76.4% |
| Admin fee / account holder | $1,609 | $12,327-86.9% | $11,730-86.3% | $14,480-88.9% |