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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 | $21,992 | $105,200-79.1% | $159,474-86.2% | $85,847-74.4% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.8%-52.8pp | 69.3%-39.3pp |
| Annual return | 11.52% | 45.08%-33.6pp | 263.68%-252.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $902 | $3,319-72.8% | $4,831-81.3% | $2,565-64.8% |
| Participant deferral / active EE | $2,781 | $5,946-53.2% | $7,353-62.2% | $3,952-29.6% |
| Admin fee / account holder | $377 | $6,934-94.6% | $10,802-96.5% | $6,261-94.0% |